2026 Themes
- Bull market is long is “Long in the Tooth”, but environment remains positive.
- Midterm elections bring politics back into the forefront.
- AI infrastructure is old news, what is the next iteration?
- Speaking of the next iteration… Natural gas is trouncing oil and no one has noticed.
- After years of underperformance, international investments are back.
Current Bull Market Growing Old
We are over three years into a strong bull market. Well past the average.
Source:Ned Davis Research ________________________________________
Interest Rate Environment is Favorable
Stocks tend to do well when cutting interest rates after a pause in rates.
Source:Ned Davis Research ________________________________________
The Market Really Loves Midterm Elections
Midterms are a great seasonal time for the market…especially in the event of a wave election.
Source:Ned Davis Research ________________________________________
What is Next for Artificial Intelligence Investing
Further Upstream
- Power Generation
- Commodities
- Alternative Energy
Further Downstream
- Application Software
- Healthcare
- Manufacturing
Natural Gas-Oil’s Twin is Winning Again!
Production levels look normal for both Oil and Natural Gas!
Source:Ned Davis Research ________________________________________
Oil and Gas Prices – Recent History
But the prices have really diverged. Oil is down quite a bit and Natural Gas staying strong.
Source:Ned Davis Research ________________________________________
International Stocks Gain Momentum
The US has led stock markets across the globe since 2009. That could very likely be changing.
Source:Ned Davis Research ________________________________________
Weak Dollar Provides Tailwind
Weak dollar prices international stocks higher in US based brokerage accounts.
Source:Seeking Alpha
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