2026: Outlook and Convictions
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The Reset Before the Run
Inflation came in cooler. Washington signaled stability with China. The Fed is not just cutting, it is preparing to ease financial conditions more broadly. Instead of panicking into volatility, the market did the opposite. It tightened, absorbed, and then broke out.
The Hangover
It feels like we stayed at the party too long. The indexes are at all‑time highs, tech is screaming, even small‑caps are waking up—but instead of confidence, there’s this weird unease. Like maybe we overdid it. Like maybe the headache is coming.
Spotlight: Alibaba Group Holdings, Ltd.
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The Spring Tide
It’s no accident that for the past few years, the market has been defined by narrow leadership and defensive posturing. Mega-cap tech, defensive staples, utilities—all the “safe” havens that thrive when money is expensive and growth is scarce.
The Hidden Foundation
Wall Street is busy laying the hidden foundations for the next institutional markup cycle, even as the surface narratives scream of chaos: tariffs, capital flight, inflation spikes, political gridlock.