Short Thoughts: February 2, 2026

Earnings are in bloom. Market developments left and right deserve comment.

I cannot cover all the interesting topics out there.

24-hour trading markets and the volatility at present make it difficult to write with any depth before the situation significantly changes.

I do have fully-formed thoughts in some depth, and I will run with those.

Some quick hits will have to suffice for the remainder. First, the quick hits.