The market’s biggest headwind in 2026 may not be what you investors are thinking.
If history is any guide, Wall Street is going to have a very difficult balancing act in 2026—and it’s not between the Bulls and the Bears. …
In last week’s Market Outlook, “Unveiling The Market’s 2026 Magic Trick…” we encouraged the use of the powerful method of anticipating the market winners and losers without relying on predictions.
We also shared the table below, which demonstrates how wrong …
The market’s biggest illusions are often an investor’s greatest opportunities.
Every year, investors enter the market armed with predictions — what will outperform, what will fail, and what everyone should own. And every year, the market humbles most investors by …
The reporting on last week’s FOMC press conference was all about the very topic that Chair Powell had predicted (and forewarned) in the prior meeting.
The topic wasn’t the rate cut, and yet again, Jerome didn’t get any credit for …
Next week could set the tone for the much anticipated Santa Claus rally, but be patient.
The Fed’s interest rate decision and press conference on Wednesday are expected to deliver a 25 bps cut (as shown in the chart below), …
When the market peaked at the end of October, the media’s market narrative was skewed to the idea that Nvidia was leading the market higher, and as a result, the fate of the much anticipated year-end rally rested in its …
The market topped out 3 weeks before Nvidia’s better than expected earnings led to the bulls receiving a whiplash reaction.
“Good news, bad action” can be the death of a bull run, so the question every investor should be asking …
Last week’s modest pullback came with unusually sharp headlines - “biggest tech selloff since October,” “rate cut odds plunge,” and “AI debt warning.”
But the volatility isn’t about a single headline. Instead, it’s a convergence of shifting Fed expectations, conflicting …
November has a very different tone to it than every other month has had since the April low.
An easy way to see this is shown in the chart below, which has lines that mark the high and low of …
This week's market commentary will be published tonight, but don't wait to review the Big View Bullets, Actionable Ideas, and Keith's Market Analysis below now.
The commentary will cover:
The Most Important Proclamation in the FOMC Press Conference
(And It's Been Ignored, Again)
December 14, 2025
