"Market strategist | CIO @siebfinancial | Host @WSTruthBombs | Breaking down the economy, markets, & tech with a dash of insight and a side of humor šš
New York, NY
Joined February 2010
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China, Gold, Treasuries, and the Dollar collide in a story designed to shake confidence. Hereās why it shouldnāt. Have a look at this truthbomb @WSTruthBombs
mark malek retweeted
AI hardware stocks like Micron and Taiwan Semiconductor will define 2026.
I sat down with Wall Street veteran @mark0malek to discuss why he likes stocks like $MU $TSM $AVGO, the biggest geopolitical risks, investing during the dot-com bubble, Trump's new style of fiscal policy and more.
TIMESTAMPS:
0:00 - Geopolitical risks
7:05 - President Trump's fiscal policy
12:38 - Public & Generated Assets
13:52 - AI exposure for 2026
20:32 - $MU $GOOG $TSM
25:09 - Dot-com bubble
33:45 - Downside risks in 2026
mark malek retweeted
"Ultimately, even if you look six months out after all of these have ended, we see generally positive results," Siebert Financial CIO @mark0malek says when discussing the government shutdown.
mark malek retweeted
My latest episode of Trader Talk @YahooFinance where I speak with @mark0malek CIO at SiebertNXT
to explore how quantitative investing and clear investment theses can help investors navigate today's volatile markets.
finance.yahoo.com/video/cantā¦
mark malek retweeted
Siebert Financial CIO @mark0malek discusses the outlook for the AI trade:
mark malek retweeted
"The story still remains the same; we see the biggest amount of growth in tech around the AI ecosystem," Siebert CIO @mark0malek says, adding: "We see some opportunity in financials."
mark malek retweeted
$SPX Uncertainty is the bull market's enemy: Siebert's Malek
Mark Malek, chief investment officer at Siebert Financial, has a different view on the impact that Trump policies are having on markets and sentiment.
"Uncertainty is a bull marketās worst nemesis, and to say that there is a lot of uncertainty out there right now would be a massive understatement," he said, citing the market's reaction to better-than-expected earnings and a conservative outlook from retail giant Walmart $WMT last week.
mark malek retweeted
Siebert CIO @mark0malek on how Trump tariff concerns have impacted market expectations: āKnowing more would help, and I think knowing very little at this point is getting more challenging.ā
A few weeks ago, DeepSeek "shook" the AI marketāstocks tanked, panic spread. Now? The marketās back, AI demand never left, and investors overreacted again. Letās break down what really happened. šā¬ļø
#AI #TechStocks #DeepSeek #NVIDIA #Investing #StockMarket
blog.siebert.com/ai-investorā¦
Cutting government waste is greatāuntil you realize it shrinks GDP by 3.4%. Letās break down the numbers.#GDP #DOGE
blog.siebert.com/doge-is-slaā¦
The Fed doesnāt control 10-year yieldsāthe market does. But the White House wants them lower anyway. Hereās how that could (maybe) happen.
blog.siebert.com/why-the-admā¦
Most investors panic and sell at the worst possible time. Donāt be one of them. #earnings #Markets
blog.siebert.com/your-investā¦
Trade wars = inflation. Inflation = no rate cuts. No rate cuts = market headaches. Simple math, complicated markets. #Tariffs2025 #Fed #ChinaTariffs
blog.siebert.com/uncertaintyā¦
Think tariffs will hurt China, Mexico, and Canada? Nope. Theyāll hurt YOU. Hereās why inflation is about to get worse.#tariffwar #Tequila
blog.siebert.com/trumps-tariā¦
Mag-7 earnings: 3 winners, 1 loser, 3 still to go. Is the hype justified? #MAG7 #stocks #Economics #inflation
blog.siebert.com/tech-titansā¦
mark malek retweeted
"What we're seeing so far is kind of what we expect at this point," Siebert CIO @mark0malek says on $NFLX following earnings, adding: "Netflix always has the potential to knock one out of the park."
The Fed is in a tight spot: strong GDP, inflation still lingering, and a President demanding immediate cuts. Powell speaks todayāwatch how the market reacts. #FOMC #Investing
blog.siebert.com/powell-vs.-ā¦
Tech selloff over DeepSeekās AI launch? Overreaction. Tariffs on copper? More noise. Focus on earnings and signals, not the panic. #Investing #Markets #AI #DeepSeek
blog.siebert.com/deepseek-drā¦