Having said often that he believes "software will eat the world," Vijay Marolia, chief investment officer at Regal Point Capital, discusses how last week's software sell-off isn't changing his view, and is putting some attractive companies on sale. Speaking of sales, he weighs in on the "Sell America" sentiment that is widespread in global markets right now, and what it is saying for the dollar, Treasury yields and equity markets. And when it comes to stock markets this year, in a surprise, it has been the Dow Jones Industrial Average — and not the Nasdaq Composite or the Standard & Poor's 500 — leading the way; he talks about what that means for the market moving forward.

With jobs and inflation data on tap for this week — and the stock market coming off a big downturn in software stocks — Vijay Marolia discusses investors' nerves and how some might be letting headlines get in the way of good long-term buying opportunities, particularly if the market keeps putting software on sale. Marolia, chief investment officer at Regal Point Capital and and the founder of Dharma Investing, also discusses the ongoing battle between betting sites and prediction markets and whether young companies that advertise during the Super Bowl are showing a potential for future troubles.

Just as silver and gold reached record highs last week, volatility spiked after Kevin Warsh was announced as the nominee to become the next Federal Reserve chairman. Vijay Marolia, chief investment officer at Regal Point Capital, discusses what was behind the spike in volatility and why investors should ignore it, but he also looks at winners and losers among four Big Tech stocks that recently announced earnings and why he's looking past the quarterly numbers. Plus, Elon Musk is considering a deal that would merge his SpaceX with xAI, another of his companies, well before he was planning to launch SpaceX in a huge IPO. Marolia says the strange deal isn't so weird after all.

Vijay Marolia, chief investment officer at Regal Point Capital, enjoyed the "Game of Thrones" atmosphere he saw from the World Economic Forum in Davos, Switzerland last week, and says the lesson from the event was to keep watching geopolitics without over-reacting to them by overhauling your portfolio. Further, in "The Week That Is," he discusses how the market is reacting to feelings rather than fundamentals in the current earnings season, and how it's still not too late — even after silver's new highs last week — for investors to reconsider their commodities holdings and strategies, whether that means finally adding them to a portfolio or rebalancing stakes that have gone up.

Earnings season started last week with the financial-services companies reporting big numbers, overcoming interest-rate and other concerns along the way. Vijay Marolia, chief investment officer at Regal Point Capital, looks at that big start and talks about what's next, including the two companies that he thinks are must-watch news for week two of earnings releases. He also discusses what he's looking for in companies from all industries to make sure they are staying on top of opportunities in the business world.

The jobs report and unemployment numbers dominated economic news last week, and Vijay Marolia — chief investment officer at Regal Point Capital — says that while numbers have stayed high, investors and observers should not worry as current levels represent full employment, particularly at a time when people can hold jobs in new and different ways. That should give the Federal Reserve room to cut rates, especially if it is willing to settle for inflation running closer to 3 percent -- as it has been for about a year -- rather than pushing to get to its historical target of 2 percent. Marolia says investors have to prepare and invest for higher inflation, especially in an environment where tariffs are fueling economic growth, because no matter what happens with the tariff case in the Supreme Court or the inflation numbers ahead, prices will not be coming down.

The arrest of Venezuelan president Nicholas Maduro over the weekend will have bigger economic and market impacts than most observers expect, according to Vijay Marolia, because it will change the supply of oil, and it will change prospects for the entire energy sector. Marolia, chief investment officer at Regal Point Capital, says the economic struggles in Venezuela are another sign that socialism -- for all of its perceived good -- is hard-pressed to succeed in a capitalist society.

Vijay Marolia, chief investment officer at Regal Point Capital, says that while artificial intelligence dominated the media landscape for moving the market in 2025,monetary policy was a bigger story for investors, particularly for those who profited from huge gains in gold, silver and precious metals. "Commodities told the story of 2025," Marolia says, and while he expects A.I. to continue to be a big story for both the news media and the markets, he said investors should be paying more attention to precious metals in 2026. Marolia discusses his expectations for the year ahead; he's expecting increased merger and acquisition activity, improvement for value stocks and small companies, a rebound in cryptocurrency and more.