Tom Essaye Talks About Gold vs. Bitcoin With Yahoo Finance

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Tom Essaye Talks About Gold vs. Bitcoin With Yahoo Finance

Gold vs. bitcoin: Which asset should investors be buying?

Sevens Report Research founder Tom Essaye, Yahoo Finance Senior Reporter Ines Ferré, and Yahoo Finance Markets and Data Editor Jared Blikre examine gold and bitcoin’s past performances amid volatile periods.

So, if I had to buy something today, I would be buying Bitcoin, although I would be doing it knowing that I’m probably not buying the bottom. I think Jared’s right. I mean that there is no fundamental bottom for Bitcoin, right? I mean, there’s no earnings or discounted cash flow we can look at. So it’s just at what point does sentiment become washed out and people think there’s enough value to step in.

However, the reason I prefer Bitcoin today over gold is because every month in the Seven’s report, we do a Bitcoin and cryptocurrency industry update. And the amount of fundamental use of of large players that are that are integrating into cryptocurrencies that are buying Bitcoin to hold on their treasury stock. It’s it’s becoming more and more mainstream and it’s not an exciting event. It’s not going to create headlines. Even you guys announcing this morning, your partnership with Coinbase. This is in the the the sort of financial mainstream now. And so I think that that creates fundamental demand that over time will create a bullish thesis. Now, it doesn’t mean it can’t go down to 40,000 in the short term. We all know how Bitcoin trades, but I think as I look out, I’d rather be buying buying Bitcoin down at these levels than necessarily chasing gold above 5,000.

Also, click here to view the full video published on Yahoo Finance on February 24th, 2026. However, to see the Sevens Report’s full comments on the current market environment sign up here.

If you want research that comes with no long term commitment, yet provides independent, value added, plain English analysis of complex macro topics, then begin your Sevens Report subscription today by clicking here.

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Tom Essaye Quoted in Barron’s discussing AI Anxiety

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 The report is nothing new for a market that has been gripped with AI anxiety

The Dow Falls 800 Points. Wall Street Is Worried AI Could Be Bad for Financial and Discretionary Stocks, Too.

Sevens Report Research’s Tom Essaye told Barron’s that the report is nothing new for a market that has been gripped with AI anxiety in recent weeks.

“Importantly, I don’t think anything new has occurred that is negative,” Essaye says. “It just seems to be the market focusing on the same narrative from two weeks ago. So while that’s not gonna make a difference today – nothing new and bad has occurred.”

Also, click here to view the full article published in Barron’s on February 24th, 2026. However, to see the Sevens Report’s full comments on the current market environment sign up here.

If you want research that comes with no long term commitment, yet provides independent, value added, plain English analysis of complex macro topics, then begin your Sevens Report subscription today by clicking here.

To strengthen your market knowledge take a free trial of The Sevens Report.

Join hundreds of advisors from huge brokerage firms like Morgan Stanley, Merrill Lynch, Wells Fargo Advisors, Raymond James, and more! To start your quarterly subscription and see how The Sevens Report can help you grow your business, click here.

Monitoring Private Credit Risk Through Credit Spreads

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What’s in Today’s Report:

  • Monitoring Private Credit Risk Through Credit Spreads

Futures are little changed following mixed tech earnings overnight.

Nvidia (NVDA up 0.9% pre-open) posted strong earnings but only met market expectations while Salesforce (CRM down 3% pre-open) beat earnings but guidance was light.

Economically, Euro Zone Economic Sentiment slightly missed estimates (99.6 vs. (E) 98.3).

Today there is one economic report, Jobless Claims (E: 215K) and one Fed speaker, Bowman (10:00 a.m. ET) but market focus will be on software stocks and the U.S./Iran talks.

Investors will want to see software (so IGV) “hold up” despite soft CRM guidance and if it can, that could spur another rally.  If it can’t, and IGV rolls over it could be another ugly day.  Geo-politically, the U.S. and Iran host another round of talks today and any hints of de-escalation will be a positive for markets.

Finally, important tech earnings continue today with CRWV ($-0.61), DELL ($3.32) and INTU ($2.23).

 

Tom Essaye Discusses the Warner Brothers and Netflix bid With Yahoo Finance

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Tom Essaye Discusses Warner Brothers and Netflix With Yahoo Finance

Paramount, Netflix’s bidding war ‘underscores’ Warner Bros. value

Sevens Report Research founder Tom Essaye, Yahoo Finance Senior Reporter Ines Ferré, and Yahoo Finance Markets and Data Editor Jared Blikre all weigh in on whether Paramount’s new deal is sweet enough for WBD to reconsider a sale to streamer Netflix.

I think Netflix still wins. I mean that Warner Brothers has still accepted the bid from Netflix and now they’re going to consider this elevated bid from Paramount, which we can assume is above $30 because I believe that was the last uh bid that they made. We don’t know where Netflix is in the process, but we do know that Netflix has a lot of money and are likely well able to increase its bid if necessary to secure the rights. You know, this is sort of a refreshing little like, you know, break from all this concern that AI is going to ruin society. 

Also, click here to view the full video published on Yahoo Finance on February 24th, 2026. However, to see the Sevens Report’s full comments on the current market environment sign up here.

If you want research that comes with no long term commitment, yet provides independent, value added, plain English analysis of complex macro topics, then begin your Sevens Report subscription today by clicking here.

To strengthen your market knowledge take a free trial of The Sevens Report.

Join hundreds of advisors from huge brokerage firms like Morgan Stanley, Merrill Lynch, Wells Fargo Advisors, Raymond James, and more! To start your quarterly subscription and see how The Sevens Report can help you grow your business, click here.

Understanding AI Anxiety: Two Key Sources

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What’s in Today’s Report:

  • Understanding the Two Sources of AI Anxiety – And How to Protect Against It
  • Chart: HALO Sectors (Heavy Asset, Low Obsolescence) Are Handily Outperforming YTD

Futures are tracking global stocks higher after Trump’s SOTU address did not present markets with any material surprises while trader focus shifts ahead to the critical Q4’25 earnings release from NVDA after the close today.

Economically, Eurozone Narrow Core HICP (Core CPI equivalent) cooled to 2.2% from 2.3% in January, meeting expectations and offering fresh evidence that global disinflation trends remain intact in 2026.

Looking ahead to today’s session, there is one government-shutdown-delayed economic report due to be released: New Home Sales (E: 680K), and a handful of Fed officials scheduled to speak: Barkin (9:35 a.m. ET), Schmid (11:00 a.m. ET), and Musalem (1:20 p.m. ET).

Additionally, the Treasury will hold 4-Month Bill auction at 11:30 a.m. ET and a 5-Yr Note auction at 1:00 p.m. ET. If demand is overly strong, or weak, for either, we could see a reaction in bonds that reverberates into equity markets (the stronger/more-dovish, the better).

Finally, there are a slew of important earnings reports today including multiple AI-sensitive/semiconductor names: TJX ($1.38), LOW ($1.95), NVDA ($1.45), CRM ($2.14), SNOW ($-0.65), and IONQ ($-0.48).

 

Re-Examining the Four Pillars of the Rally

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What’s in Today’s Report:

  • A Bad Sign from the Most Important ETF in the Market
  • Re-Examining the Current Market Setup – 4 Pillars of the Rally

Futures are mildly higher as traders digest yesterday’s “AI-disruption” selloff ahead of Trump’s State of the Union address this evening.

There were no noteworthy economic reports overnight.

Today, trader focus will be on economic data early with the Case-Shiller Home Price Index (E: 1.3%), the FHFA House Price Index (E: 0.3%), and Consumer Confidence (E: 88.0) reports all due to be released. As has been the case lately, the market will want to see “Goldilocks” data signaling resilient growth trends and cooling inflation pressures in order to mount a meaningful relief rally.

Additionally, there is a slew of Fed speak today as Goolsbee (8:00 a.m. ET), Bostic (9:00 a.m. ET), Collins (9:00 a.m. ET), Waller (9:15 a.m. ET), Cook (9:30 a.m. ET), and Barkin (3:00 p.m. ET) are all on the calendar scheduled to deliver comments.

Finally, there are a handful of noteworthy Q4 earnings due out today, including HD ($2.52), NRG ($1.17), MELI ($11.77), AXON ($-0.18), HPQ ($0.77), and GDDY ($1.58). In addition to solid economic data and less-hawkish Fed speak, strong earnings would offer another tailwind for markets in the wake of yesterday’s latest wave of selling pressure.

 

Is the Tariff Decision a Bullish Catalyst?

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What’s in Today’s Report:

  • Is the Tariff Decision a Bullish Catalyst?
  • Weekly Market Preview:  All About AI (Key AI Earnings This Week)
  • Weekly Economic Cheat Sheet:  More Inflation and Labor Market Insights

Futures are slightly lower are markets digest the SCOTUS tariff decision and despite reports of some de-escalation between the U.S. and Iran.

Fears of an imminent U.S. strike on Iran eased this weekend as the U.S. and Iran announced they will hold more negotiations this Thursday.

Economically, German Ifo Business Conditions slightly missed estimates (89.6 vs. (E) 90.5).

This week is a potentially important one with a lot of critical tech earnings reports, but it starts slowly as there is just one economic report today, Chicago Fed (E: -0.04) and one Fed speaker, Waller (8:00 a.m.) and neither are likely to move markets.

 

New ETFs for Your Watchlist

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What’s in Today’s Report:

  • New ETFs for Your Watchlist

Futures are little changed despite solid economic data and some hopes any Iran strikes by the U.S. could be limited.

Economic data overnight was good as the EU flash composite PMI (51,9 vs. (E) 51.4) and the UK flash composite PMI (53.9 vs. (E) 52.2) both beat estimates.

Geopolitically, reports overnight stated a U.S. strike on Iran could be limited and aimed and furthering negotiations.

Today focus will remain on geopolitics (and reduced chances of a strike on Iran will be positive for markets) and economic data, as there are several economic reports today.  They are, in order of importance:  Flash Manufacturing PMI (E: 51.9), Core PCE Price Inde (E: 0.3% m/m, 2.9% y/y) and Advanced Q4 GDP (E: 2.8%).  As has been the case, solid data that’s a bit better than expectations remains the best-case scenario for stocks as it reinforces solid growth.

Finally, on the Fed front, there are two speakers today, Bostic (9:45 a.m. ET) and Musalem (3:30 p.m. ET), but they shouldn’t move markets.

 

Market Multiple Table Chart (Key Support and Resistance Levels to Watch)

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What’s in Today’s Report:

  • Market Multiple Table Chart (Key Support and Resistance Levels to Watch)

Futures are modestly lower on rising geopolitical tensions.

Numerous reports overnight stated a U.S. attack on Iran could occur as early as this weekend, which boosted oil prices and weighed modestly on futures.

Today will be a busy day of economic data and earnings, in addition to watching any geopolitical headlines on Iran.

Economically,  the key reports today are (in order of importance) Jobless Claims (E: 225K), Philly Fed (E: 7.7) and Pending Home Sales (E: 2.5%).  We also get numerous Fed speakers including Bostic (8:20 a.m. ET), Bowman (8:30 a.m. ET), Kashkari (9:00 a.m. ET) and Goolsbee (10:30 a.m. & 2:30 p.m.  ET).

Finally, on the earnings front, the two key reports today are: DE ($1.92), and WMT ($0.73) and the stronger the results, the better for stocks.

 

February MMT: A New Threat to the Rally

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What’s in Today’s Report:

  • February MMT: New Threat to the Rally
  • Empire Manufacturing PMI Takeaways

Futures are trading tentatively higher amid easing AI-disruption angst despite soft PANW earnings yesterday (shares down ~7% today) while bonds and precious metals are steady.

Economically, U.K. CPI cooled from 3.4% to 3.0% Y/Y vs. (E) 3.0% in January while French CPI held steady at 0.3% Y/Y, meeting estimates. Both inflation prints add conviction that the global disinflation trend remains well underway.

Today, focus will be on economic data early with the delayed release of the December Durable Goods report (E: -2.3%) and December Housing Starts data (E: 1.31 million) this morning. Additionally, the as-scheduled January Industrial Production (E: 0.4%) report will be released just ahead of the opening bell.

There are no Fed speakers today however, the January FOMC meeting minutes will be released at 2:00 p.m. ET which will be widely watched by investors looking for fresh clues on the future path of Fed policy rates.

Finally, earnings continue with releases from ADI ($2.31), GRMN ($2.39), CVNA ($1.13), KGC ($0.55), DASH ($0.58), and EBAY ($1.35) all due out today.