Big Time Change

Published on 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.

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Durable Goods Orders Up 5.3% in November, Higher Than Expected

January 26, 2026
New orders for manufactured durable goods rose 5.3% to $323.79 in November, exceeding the projected 3.1% increase.

The South Park Market Of 2026

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.