The South Park Market Of 2026

Published on January 26, 2026

It is critical to understand that 2026 will not deliver certainty. Instead, investors should focus and make decisions based on probabilities backed by data, earnings trends, policy shifts, and macro signals.

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Big Time Change

January 26, 2026
Today we continue anticipating 2026, this time shifting for the first part of the letter from economic issues to geopolitics before making some of my personal general forecasts.

Dollar Pressure Mounts as Traders Reopen Debasement Debate

January 26, 2026
By asking New York traders to confirm the price of the Japanese yen against the dollar on Friday, US authorities handed investors yet another reason to sell the greenback.