The Dividend Cafe Thursday - January 29, 2026
Jan 29, 2026
A market roundup of a mixed trading day with late strength in value and defensive stocks. A dive into parabolic moves and wild swings in gold and silver. Discussion of Fed commentary, interest rate paths, and potential leadership changes. A look at why the 10-year Treasury matters and a quick run-through of fresh economic data like jobless claims and factory orders.
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Rotation Into Value And Defensives
- The market saw a rotation as growth sold off while value and defensive names rallied into the close.
- Brian Szytel highlights the Dow still finishing +55 points despite a mostly down day.
Parabolic Moves In Precious Metals
- Gold and silver experienced parabolic intraday moves with swings near 10% recently.
- Brian warns retail traders about chasing assets with finite supply amid extreme volatility.
Avoid Chasing Precious Metals Momentum
- Avoid chasing recent spikes in gold or silver purely because of momentum.
- Brian Szytel cautions retail investors that rapid rallies can inflict heavy losses for late entrants.