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.
The quantum computing industry is expected to experience a CAGR of 36.9% between now and 2030 but there will be bumps along the way. Last week the 4 constituents in our Pure-Play Quantum Computing Stocks Portfolio declined sharply.
Bitcoin topped in October 2025, ending the three-year bull cycle. The market is now unfolding a higher-degree corrective phase, with wave A in progress and a broader wave IV expected to play out through 2026.
Rithm Capital Corp. provides real estate, credit, and financial services.
Gold rebounds as weak U.S. labor data and growing Fed rate cut bets lift sentiment.