For market players, 2026 (just like 2025) is set to be the same as it was overnight — Trump-v-the economy, with AI remaining both the pumper of stock prices, as well as the potential thumper, if it underperforms in reporting season.
While CSL has become a real head scratcher, a fall in its share price is understandable. But has the fall been excessive? Its sell off looks way over the top.
For market players, 2026 (just like 2025) is set to be the same as it was overnight — Trump-v-the economy, with AI remaining both the pumper of stock prices, as well as the potential thumper, if it underperforms in reporting season.
Kicking off the year, the challenge is to know what stocks, sectors and markets will be winners. Of course, it’s our job to discover this, so here’s what I think.
Yesterday for our general newsletter called Switzer Daily, I wrote a piece about a Santa Claus rally being on its way as US inflation falls! I couldn’t resist adding that Santa Claus is coming to town so start making a list and checking it twice! You must find companies that are naughty and nice!
One of the greatest mistakes investors can make is rejecting the potential of great companies that are out-of-favour with the market for the short term. Today I’m putting the case forward for keeping the faith in great Aussie tech companies.
Is this Thanksgiving week stocks comeback the real thing or a real turkey?
This is a crucial question for all investors because if I predict a sell-off and I’m right, then being defensive, say in cash, will get you around 4% while those exposed to growth could lose 15% or more.
Is this Thanksgiving week stocks comeback the real thing or a real turkey?
This is a crucial question for all investors because if I predict a sell-off and I’m right, then being defensive, say in cash, will get you around 4% while those exposed to growth could lose 15% or more.
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