Our 2026 Market Outlook looks at (1) the current market valuation relative to history and (2) expected profit growth this year. These will be the primary drivers for the market return in 2026.

Our outlook for 2026 has big unresolved questions that need answers. These are the key questions that will drive market returns this year.

Will the big US oil stocks benefit from increased access to oil fields in Venezuela?

Let's review the final market performance for 2025. We'll compare key sectors and key stocks to their performance over the past few years.

NVDA's CEO made 3 big announcements at the Consumer Electronics Show. The announcements had market-moving impacts on a range of stocks in our universe.

The market's initial reaction to the attack of Venezuela and the arrest of its President was positive. We'll discuss the geopolitical impact and what we think comes next.

Two interesting earnings reports from two very different companies -- Micron and Cintas. Both have read-thru's into the broader sector.