The Market is NOT “Always Right”….It’s Only “Always Right” Eventually.

Also, both the stock & bond markets stand at KEY technical Junctures

Table of Contents:

1) If there is a crisis this year…this is where we think it will come from.

2) Reasons why the AI stock could be in for a significant rough patch quite soon.

3) When thinking about the developments in Venezuela…think about China as well.

4) Earnings growth is expected to continue to be good, but will it be good enough?

5) The major indices all sit at very important junctures as we start the new year.

6) There are PLENTY of reasons to believe that the markets will see yet another strong year in 2026.

7) We’re in the early innings of the outperformance of “hard assets.”
7a) What’s next for Bitcoin?

8) The energy sector is under-owned and over-hated. Can it finally outperform again?

9) Potpourri…..Things that make us go, hmmmmmm.

10) Summary of our current stance……The market is only “always right” eventually.