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- Top Pros' Top Picks 1/14/26
Top Pros' Top Picks 1/14/26
Mike Larson
January 14, 2026
Mike Larson | Editor-in-Chief
Stocks are modestly weaker in early trading today following a Tuesday slump. Gold, silver, and other metals keep ripping higher, while oil is up as well. Treasuries and the dollar are flat, while Bitcoin has regained $95,000.
The corporate earnings trickle is starting to become a flood. JPMorgan Chase & Co. (JPM) left a bad taste in bank investors’ mouths yesterday after releasing somewhat disappointing Q4 numbers. Today, we’ll see if reports from Bank of America Corp. (BAC) and Wells Fargo & Co. (WFC) will get “Big Finance” back on track.
JPM, BAC, C, WFC (1-Yr. % Change)
Bank of America said Q4 profit rose 12% year-over-year, while noting that consumer spending was solid and card delinquency rates eased. Wells Fargo topped analyst estimates, reporting adjusted earnings per share of $1.76 versus a forecast of $1.66. Revenue came in a bit light, however. Citigroup Inc. (C), for its part, topped adjusted earnings and sales estimates. The firm is also reportedly cutting costs by laying off 1,000 workers this week. Despite recent weakness, shares of all four banks are up nicely in the last 12 months.
Meanwhile, the rampaging rally in precious and base metals is continuing this week. Gold and silver hit record highs overnight amid rising geopolitical instability in Iran and continued questions about Federal Reserve independence.
Base metals like copper and tin hit their own new highs amid aggressive buying in China. Investors are also questioning whether mines and smelters can keep up with demand fueled by the AI boom and enhanced infrastructure spending. Worth noting: crude oil prices are joining the commodities rally today thanks to concerns the Trump Administration could take military action against Iran for cracking down on antigovernment protestors.
Finally, the luxury department store owner Saks Global filed for Chapter 11 bankruptcy protection amid stiff competition and dwindling cash levels. The firm’s $2.7 billion acquisition of competitor Neiman Marcus only exacerbated its financial woes. It’s unclear whether the 159-year-old firm will be able to successfully restructure or ultimately liquidate.
S&P 500 6,963.74 (-0.19%) ↓ | VIX 17.20 (+7.63%) ↑ |
Dow Jones Industrial Average 49,191.99 (-0.80%) ↓ | Gold $4,643 per ounce (+0.95%) ↑ |
Nasdaq Composite 23,709.87 (-0.10%) ↓ | Oil $61.74 per barrel (+0.96%) ↑ |
Gold’s breakout is telling a much bigger story than most investors realize. In this episode of the MoneyShow MoneyMasters Podcast from November — BEFORE the latest move to record highs — Brien Lundin explains why the precious metals rally is not a short burst of excitement but the start of a deeper, long-running shift in monetary and fiscal reality.
The executive editor of Gold Newsletter – and force behind the metals-focused New Orleans Investment Conference – also breaks down how rate cuts, rising deficits, and currency pressure are feeding a move that still has room to run. If you want to understand what could follow the move above $4,600-gold, this conversation gives you the inside track.
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Top Picks 2026: Brown & Brown Inc. (BRO)
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Brown & Brown Inc. (BRO) is a leading insurance brokerage firm that provides risk management solutions to both individuals and businesses, with a focus on property and casualty insurance. The company employs about 17,400 people, is expected to produce about $5.9 billion in revenue this year, and trades with a market capitalization of $27 billion, explains Ben Reynolds, editor of Sure Dividend.
