Hello there.

Looking like a doozy today:

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If you checked your portfolio this week and felt a chill, blame Winter Storm Fern. Bank of America estimates the storm will shave between 0.3% and 0.5% off Q1 GDP on a seasonally adjusted annual rate basis. Over 13,000 flights got cancelled, stores shuttered across the Northeast, and mobility basically flatlined for the better part of a week. Cyclical ETFs tied to travel and discretionary spending took it on the chin.

But here's where it gets interesting: BofA dug into Winter Storm Viola from February 2021 and found that most of the damage was delayed spending, not destroyed spending. Credit and debit card data showed the same pattern then, and they expect a similar rebound once roads clear and power comes back. The setup points to a Q2 catch-up that could disproportionately benefit the cyclical names getting beaten down right now. Translation: if you're getting defensive, it's not a bad call for the next few weeks, but offense could pay off later in the year.

The big risk is supply chain disruptions or damaged infrastructure that sticks around longer than expected. If power outages persist into February or logistical bottlenecks choke inventory flows, the timing thesis gets messier. For now, smart money is treating this as weather volatility, not a fundamental break in growth. The next few weeks of data will tell us whether that bet actually works.

Remember when $3,000 gold felt expensive? Feels like ancient history. The metal surged past a record $5,000/oz on Monday as investors stampeded toward safety, driven by tariff threats, dollar weakness, and a growing sense that policy stability is optional these days. This move capped off a monster run after gold jumped more than 60% last year, and it has kept running into early 2026. Silver tagged along for the chaos, ripping double digits in a single session.

The deeper story is confidence, or the lack of it. Investors are treating gold less like a tactical hedge and more like a core asset again. Concerns about government debt, Fed independence, and geopolitical whiplash are pushing capital into anything that doesn’t rely on a politician's promise. Some talking heads are framing this as the “debasement trade,” and, yeah, the shoe fits. When all else fails, we retreat to shiny rocks.

Stocks haven’t exactly collapsed through all this. The S&P 500 even clawed back losses and reached 7,000 for the first time ever as gold ripped higher, a reminder that fear trades and risk trades can coexist for longer than logic suggests. Still, gold blowing through $5,000 is a signal flare. It says investors want insurance, even if they are still buying stocks with the other hand.

A lot can happen in a week!

Let’s take a quick look at who struck gold and who struck out since our last issue:

NVIDIA Corporation (NVDA): +4.72%
Apple Inc. (AAPL): +3.53%
Alphabet, Inc. (GOOGL): +3.50%
Microsoft Corporation (MSFT): +3.47%
Amazon.com, Inc. (AMZN): +3.21%

Berkshire Hathaway Inc. (BRK.A): -0.15%
Broadcom Inc. (AVGO): -2.33%
JPMorgan Chase & Co. (JPM): -0.56%
Walmart Inc. (WMT): -0.90%
Mastercard Incorporated (MA): -0.82%

Analysis provided by ​altindex.com​.

Remember to always DYOR.

Altimmune, Inc. is a clinical-stage biopharmaceutical company focused on developing treatments for liver disease, immune modulation, and infectious diseases. The company utilizes its proprietary technologies to develop novel vaccines and therapies. Altimmune has positioned itself as a key player in the biopharmaceutical industry with a diversified portfolio targeting high-need medical areas.

Current price: $5.69
Target price: $7.39

That’s all for today. Write us and let us know your thoughts on the market, the newsletter, or the weather—we’d just love to hear from you.

Till next time,
— Brandon and Blake of Invested Inc.