Grasping the global rally 1/28/26

From Fed nominees to overall risk-tolerances, the macro picture is changing rapidly. A new approach to fixed income tools could smooth out what is likely to be a volatile 2026. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

There could be much more to it than just what headlines suggest. Fundamental changes could be afoot.       Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Headlines have equity markets reeling… proving the worth of multi-asset strategies to survive the short-term. But, for the long-term, rare opportunities in bonds are opening up for the first time in a decade.       Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Venezuela and Iran stealing the energy sector headlines… but the bigger stories are unfolding in far different areas.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The top trends transforming the industry and, possibly, your investments.      Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The low P/E stocks our strategist says will benefit from the rotation. It’s ‘Game of Thrones’  for the media stocks, and Wedbush’s Dan Ives says 2026 will be a ‘Monster Year’ for Tesla. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Goldman Sachs announcing a plan to buy Innovator Capital Management for $2B. We get the inside perspective on where else that deal could take them… and how those types of funds of being employed more and more within the marketplace.    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

A new study finds more than 90% of increasingly complex single-stock, leverage and inverse exchange traded products are owned exclusively by retail investors chasing outsized returns. Billions of dollars have been piled in. But that was in a breakneck bull market that’s showing signs of cracking.    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

When it comes to preparing your portfolio for 2026, it might be better to concentrate on the bigger picture beyond near-term Fed mechanics.   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

While bitcoin hits a technical “death-cross”, Tom Lee is still bullish on #2 crypto Ethereum. Plus, Bitwise wins big after a Solana regulatory end-run.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.