Outlook for 2026 - Part 1

In traditional financial newsletter fashion, I'd like to provide my view on what could* be in store for the year.

I wouldn’t call this a forecast or any attempt at predicting what will happen this year, the piece will feature my notes on where things currently stand and what could play out. It is more like trend analysis (and will probably hopefully read like such).

There are a couple reasons I like to have an outlook for the year:

(1) My investment philosophy is ba…