The market got off to a strong start in 2026, with investors chasing industrials, materials, and commodity-related stocks as the reflation narrative gained traction.
We are starting to see the beginnings of deglobalization: Countries are increasingly at odds with each other. There is wider disparity among political parties.
By Macro-Ops
A breakout failure, hawkish Warsh surprise, weak seasonality, and High Trend Fragility suggest odds favor a sentiment washout is on the table.
United Microelectronics Corp provides Integrated Circuit fabrication services, focusing on logic and various technologies to serve all major sectors of the electronics industry.
IBIT is very large, extremely liquid, and down substantially in 2026. I bought the dip and sold profitably. I explain why I have my eyes on IBIT.
Coya Therapeutics is advancing a promising ALS treatment with financial support from partner Dr. Reddy's and investors like Greenlight Capital.
Pure‑play cybersecurity software stocks are down YTD because the market narrative has shifted against them, even as fundamentals remain intact. The YTD drawdown is a valuation and positioning story, not a fundamentals story.