January 07, 2025: Only One More Week

There are many issues for investors to focus on in 2026. Increasing geopolitical tensions, weakening GDP, a plunging US dollar, and sticky inflation pressures.

Chaos provides opportunities.

Through all this uncertainty, markets are continuing to drive higher.

After 17 years of the bull market, there are still signs of economic expansion. Late business cycle sectors, such as precious metals and financials, show dominance. A lower US dollar backstops technology, materials, and utilities.

The recent run-up in the VIX (April 2025 at 63), provides a clear indication in Q1. Since 1990, whenever the VIX reaches 45+, the following 12 months are positive for the SPX.

Our research utilizes economics, fundamentals and technicals to give a concise picture of the markets.

Starting on January 15th, for two weeks only, this information is at a 35% discount.