23rd January 2026 – Trumps TACO re-energizes Tech Bulls

In this morning's market call, Mark Gardner discusses the current state of the markets, focusing on the impact of political decisions, particularly those of Trump, on market stability. He highlights the tech sector's recovery, the significance of upcoming earnings reports, and the ongoing interest in precious metals amidst economic uncertainty. Mark emphasizes the importance of monitoring risks and suggests that cash may be a prudent position in the current climate.takeaways• Trump's policies create uncertainty in the markets.• The tech sector is showing signs of recovery.• Upcoming earnings reports are crucial for market direction.• Precious metals are gaining traction due to economic concerns.• Investors should be cautious and monitor risks closely.• Aluminium and copper are in high demand despite being overlooked.• Intel's struggles highlight issues in the tech industry.• The fully self-driving market presents significant opportunities.• Cash can be a strategic position in volatile markets.• Market predictions are influenced by political and economic factors.