From Morning Watchlist <[email protected]>
Subject Tariffs, Headlines, Volatility — and a Setup in Europe
Date January 23, 2026 2:05 PM
  Links have been removed from this email. Learn more in the FAQ.
  Links have been removed from this email. Learn more in the FAQ.
Markets hate uncertainty. Patient investors can use it to their
advantage. ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏
 ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏
 ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏
 ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏
 ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏
 ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏
 ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏
 ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏
 ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏
 ͏  ͏



 

[Morning Watchlist]

_You are receiving this email because you are subscribed to BEHIND THE
MARKETS. If you no longer wish to receive these emails,
please unsubscribe
[[link removed]] here._

_Prefer to view this content on our website? Click here.
[[link removed]]
_

-------------------------

SEE WHY THIS STOCK
[[link removed]]LANDED ON THE
TRENDING WATCHLIST
[[link removed]] (AD)

-------------------------

CRISIS WILL LEAD TO OPPORTUNITY IN EUROPE

A new bout of geopolitical and trade uncertainty has hit Europe—and
markets reacted the way they usually do when the rules of the game
could change overnight: they sold first and asked questions later.

Over the weekend, President Trump threatened new tariffs on imports
from eight European countries—Denmark, Norway, Sweden, France,
Germany, the United Kingdom, the Netherlands, and Finland—linked to
the administration’s push for U.S. control of Greenland. The
proposed tariff rate was 10% STARTING FEBRUARY 1, with the warning
that it could escalate (reports suggested UP TO 25% BY JUNE if no
agreement materialized).

Then came an even more attention-grabbing headline: a threat of 200%
TARIFFS ON FRENCH WINE AND CHAMPAGNE, reportedly aimed at pressuring
French President Emmanuel Macron to participate in a U.S.-led “Board
of Peace.”

That combination—tariff escalation risk plus unpredictable
diplomacy—was enough to spark a quick risk-off move in global
markets.

-------------------------

SHORT-TERM SHOCK, LONG-TERM SETUP

Here’s the key point for investors: HEADLINE-DRIVEN SELLOFFS OFTEN
CREATE THE CLEANEST OPPORTUNITIES, especially in high-quality assets
that institutions already want to own. And Europe has plenty of those.

In the first wave of selling, European exporters and global consumer
brands were hit, particularly in luxury. LVMH fell sharply in European
trading as investors weighed tariff risk and the possibility of weaker
U.S. demand due to higher end prices.

Spirits and beverage names were also pressured after the 200% tariff
threat on French wine and champagne, with companies like Rémy
Cointreau among those highlighted as vulnerable to U.S.-pricing
disruption.

But the story did not stay “one-way” for long.

-------------------------

_On Behalf of Integrated Quantum Technologies Inc._

AI JUST CREATED A NEW BREACH PATH
[[link removed]]

The cybersecurity market is crowded...everyone claims they stop
breaches.

But AI created a new class of failure that legacy tools do not fully
solve.

Models can leak information.
Pipelines can expose sensitive
data.
Employees can unknowingly feed regulated data into consumer AI
tools.

So the real question becomes, how do you protect the data itself,
before it touches the model?

That is the core of THIS NEW AI QUANTUM-PROOF DATA PROTECTION.
[[link removed]]

Instead of relying on perimeter defenses, this approach is designed to
transform sensitive information at the source into a protected format,
then train models only on protected data.

IF YOU WANT TO SEE THE FULL REPORT BEHIND THIS PUBLICLY TRADED QUANTUM
SAFE AI SECURITY COMPANY, AND WHY IT IS BEING COMPARED TO CATEGORY
CREATORS IN CYBERSECURITY, UNLOCK THE NAME AND SYMBOLS HERE.
[[link removed]]

-------------------------

THE POLICY TONE SHIFTED—FAST

On JANUARY 21, 2026, Trump announced what he described as a
“FRAMEWORK” with NATO related to Greenland and said he would
WITHDRAW THE PLANNED TARIFFS that had been set to begin February 1.
Markets responded positively, with reports describing a rebound in
European equities as investors priced in reduced immediate trade-war
risk.

That does _not_ mean the uncertainty is gone. It does mean something
important for investors: THE MARKET JUST SHOWED YOU THE PLAYBOOK.

*
Tariff threats can trigger abrupt selloffs.

*
Clarification/de-escalation can trigger equally abrupt rebounds.

*
The best entries often appear when the headlines look worst and
liquidity thins out.

If you expect more headline volatility in 2026—around tariffs,
diplomacy, or retaliation risk—then your goal is not to “predict
the next tweet.” Your goal is to have a REPEATABLE PLAN for buying
quality exposure when fear temporarily discounts it.

THREE PRACTICAL WAYS TO POSITION FOR A EUROPE OPPORTUNITY

1) TARGET “PRICING POWER” EUROPEAN EXPORTERS ON WEAKNESS

If tariffs ever do become reality, the businesses best positioned to
defend margins are the ones with BRAND STRENGTH AND PRICING
POWER—the ability to raise prices or adjust product mix without
destroying demand.

That’s why luxury is often counterintuitive: the customers most
likely to buy premium products are also the customers least likely to
change behavior because prices rose modestly. The market knows this
long-term—but in the short-term, luxury stocks can still get hit on
“headline math” and uncertainty, creating potential entry points.

What to watch:

*
Any signs of POLICY RE-ESCALATION (tariffs returning to the table)

*
FX MOVES (a stronger euro can be a headwind for exporters; a weaker
euro can be a cushion)

*
Corporate commentary on U.S. demand elasticity (how sensitive
customers are to price changes)

-------------------------

_Immersed Inc._

SECRET TECH STARTUP OUTPERFORMS APPLE'S AND META'S AI-POWERED HARDWARE
[[link removed]]

Have you heard about the tiny sub-$1 company gearing up for the
Humanoid Robotic Revolution?

They're capturing the essential spatial data robots need to operate
like humans – data no one else has figured out how to gather at
scale.

It's powered by their new device, Visor, a breakthrough
spatial-computing headset that trains AI by showing how real people
work, move, and interact in 3D space.

[immersed spatial computing]
[[link removed]]

While everyone focuses on chatbots, this company is preparing for the
next wave:

AI + ROBOTICS + HUMAN-LEVEL SPATIAL INTELLIGENCE

There's a little-known way investors can still get in for under
$1/share.

If you believe robotics will transform the next decade... you'll want
to see this.

GO HERE TO SECURE YOUR SHARES 👉
[[link removed]]

-------------------------

2) PREFER DIVERSIFIED EXPOSURE IF YOU DON’T WANT SINGLE-STOCK RISK

If you’d rather avoid idiosyncratic risk (earnings surprises,
brand-specific issues, or company-level execution), Europe-focused
ETFs can provide broad exposure while letting you benefit from
“crisis-driven discounts.”

Here are three liquid options that can fit slightly different investor
preferences:

ETF: VANGUARD FTSE EUROPE ETF (SYM: VGK)

VGK IS A LOW-COST, BROAD EUROPE FUND (NET EXPENSE RATIO WIDELY LISTED
AT 0.06%) AND IS COMMONLY USED AS A CORE EUROPE ALLOCATION.

RECENT PRICE: ABOUT $86.26.

ETF: ISHARES EUROPE ETF (SYM: IEV)

IEV TRACKS A BROAD EUROPE BENCHMARK (S&P EUROPE 350 INDEX) AND LISTS
AN EXPENSE RATIO OF 0.60%. IT REPORTS 364 HOLDINGS AND A SEMI-ANNUAL
DISTRIBUTION SCHEDULE.

RECENT PRICE: ABOUT $70.60.

ON DISTRIBUTIONS: SOURCES TRACKING FUND PAYOUTS SHOW A $0.7513 PAYMENT
ON DECEMBER 19, 2025 AND $1.1219 ON JUNE 20, 2025 (SEMI-ANNUAL
CADENCE).

ETF: SPDR PORTFOLIO EUROPE ETF (SYM: SPEU)

SPEU IS ANOTHER LOW-COST APPROACH (GROSS EXPENSE RATIO 0.07%) AND IS
DESIGNED FOR BROAD WESTERN EUROPE EXPOSURE, REPORTING 1,765 HOLDINGS
AND QUARTERLY DISTRIBUTIONS.

Recent price: about $53.78.

3) USE A DISCIPLINED “HEADLINE-VOLATILITY” BUYING PLAN

If you believe this situation remains fluid, the most effective
approach is often staged buying rather than trying to nail a single
entry.

A simple framework:

*
Starter position on the first “panic dip” (when spreads widen and
headlines dominate)

*
Add if volatility creates a second leg down without a fundamental
break

*
Stop adding once policy clarity improves and prices begin to recover
(you can let the position work)

This matters because trade disputes and tariff narratives can be
reflexive. The threat alone can reprice assets quickly; the removal of
the threat can do the opposite, just as we saw after the January 21
“framework” headlines.

BOTTOM LINE

Trade headlines can be loud. Markets can overreact. And when they do,
that’s often when long-term opportunity shows up.

If history is any guide, many trade standoffs fade faster than markets
initially fear—especially once policymakers begin signaling
frameworks, pauses, or negotiations. For investors with a plan, the
recent European pullback can be viewed less as a reason to
retreat—and more as a moment to get positioned intelligently.

-------------------------

_Provenance Gold Corp._

OREGON GOLD: WHAT PROVENANCE IS DRILLING NEXT (OTC: PVGDF)
[[link removed]]

When evaluating early-stage gold stories, the key is separating
narrative from verifiable milestones. 

Provenance Gold is advancing exploration at its Eldorado Project in
eastern Oregon with a defined 2026 work plan and pending assay results
from recent drilling—creating clear data points investors can track
as the company works to confirm historic work, refine targeting, and
expand the exploration footprint.

WHY ELDORADO IS ON WATCHLISTS AND MORE ABOUT PRODENANCE GOLD
[[link removed]]

-------------------------

_Are there any other European stocks or funds that you're buying right
now? What other sectors of the market are you currently interested in?
Hit "reply" to this email and let us know your thoughts!_

Examples that we provide of share price increases pertaining to a
particular Issuer from one referenced date to another represent an
arbitrarily chosen time period and are no indication whatsoever of
future stock prices for that Issuer and are of no predictive value.
Our stock profiles are intended to highlight certain companies for
YOUR further investigation; they are NOT stock recommendations or
constitute an offer or sale of the referenced securities.

We would like to inform you that we have received or expect to receive
compensation in connection with the purchase or sale of the securities
of Integrated Cyber Solutions Inc. (CSE:ICS) (OTCQB:IGCRF) (FSE:Y4G)
DBA  Integrated Quantum Technologies. The compensation consists of up
to $4,000 and was received/will be received from Market Jar Media.

This communication should not be considered as an endorsement of the
securities of adviser Integrated Cyber Solutions Inc. (CSE:ICS)
(OTCQB:IGCRF) (FSE:Y4G) DBA  Integrated Quantum Technologies and we
are not responsible for any errors or omissions in any information
provided about the securities of Integrated Cyber Solutions Inc. by
Trading Whisperer or Market Jar Media.

We encourage you to conduct your own due diligence and research before
making any investment decisions. You should also consult with a
financial advisor before making any investment decisions.

This disclosure is made as of 01/23/2026. 

This Reg CF offering is made available through DealMaker Securities
LLC. This investment is speculative, illiquid, and involves a high
degree of risk, including the possible loss of your entire investment.

We are issuing this disclosure in compliance with Section 17(b) of the
Securities Act, which requires us to disclose any compensation
received or expected to be received in cash or in kind in connection
with the purchase or sale of any security.

We would like to inform you that this is a paid advertisement for
Immersed Reg CF offering and we have received or expect to receive
compensation in connection with the disbursing this communication for
Immersed. The compensation could consists of $1,000 or more and was
received/will be received from Investing Media Solutions.

This communication should not be considered as an endorsement of
Immersed and we are not responsible for any errors or omissions in any
information provided about by or about Immersed.

We encourage you to conduct your own due diligence and research before
making any investment decisions. You should also consult with a
financial advisor before making any investment decisions.

This disclosure is made as of 01/23/2026.

We are issuing this disclosure in compliance with Section 17(b) of the
Securities Act, which requires us to disclose any compensation
received or expected to be received in cash or in kind in connection
with the purchase or sale of any security.

We would like to inform you that we have received or expect to receive
compensation in connection with the purchase or sale of the securities
of Provenance Gold Corp (OTC: PVGDF). The compensation consists of up
to $6,500 and was received/will be received from Interactive Offers.

This communication should not be considered as an endorsement of the
securities of adviser Provenance Gold Corp (OTC: PVGDF) and we are not
responsible for any errors or omissions in any information provided
about the securities of Provenance Gold Corp (OTC: PVGDF) by
Provenance Gold or Interactive Offers.

We encourage you to conduct your own due diligence and research before
making any investment decisions. You should also consult with a
financial advisor before making any investment decisions.

This disclosure is made as of 1/23/2026.

Our mailing address is:
Behind the Markets, LLC
4260 NW 1st Avenue, Suite 55
Boca Raton, FL 33431

Copyright © 2024 Behind the Markets, LLC, All rights reserved.
You're receiving this email as part of your subscription to Behind the
Markets. For more information about our privacy practices, please
review our Privacy Policy
[[link removed]]
or our Legal Notices.
[[link removed]]

Behind the Markets
[[link removed]]

Unsubscribe
[[link removed]]

invisiblelink
[[link removed]]
Screenshot of the email generated on import

Message Analysis

  • Sender: n/a
  • Political Party: n/a
  • Country: n/a
  • State/Locality: n/a
  • Office: n/a