This week, rare earths and cooking oil bans sent stocks up and down. Then bad loans at small US banks started raising question marks over the state of bank balance sheets. It led to this great one liner from JPMorgan’s CEO Jamie Dimon who said: “When you see one cockroach, there are probably more.”
I’m holding back on buying in too early for this market dip because there’s bound to be some big ‘bombs’ thrown before the market can be sure that the TACO guy, who always chickens out, will follow the script. But if I was going to buy early, I’d stick to the plays that are likely to dominate in 2026. And here they are…
In the words of Dolly Parton, Here We Go Again! This time it’s a tariff threat to China!
The shutdown of US government departments because the Republicans and Democrats can’t agree on future funding has had little impact on stocks, whose indexes had a winning week. However, the gains might have been bigger if there hadn’t been question marks from respected market commentators that AI’s positives are being over-hyped and key stocks have been overbought.
I’ve looked at 20 of the most-shorted stocks on the ASX and reduced that number down to seven standout short sold stocks that could stick it to their doubters.
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All too often, stocks fall out of favour and get ignored. I say that if the business is sound, that’s exactly when you should start putting them on your forgiveness list.
The Fed’s rate cut and the implied commitment to two more cuts this year have added power to a rally that could have been due to go off the boil. But, then again, there is the promise of AI, which combined with lower US interest rates, keeps stocks irresistible to growth investors. It looks over-the-top but the pluses for stocks still outweigh the negatives, so it looks largely onwards and upwards into 2026.
In the context of the optimistic scenarios prevailing over the pessimistic ones for at least 2026, what sexy or big upside stocks are worth considering? Here are seven, but they come with risk.
Disappointing US economic data has underlined the nature of American investors and their commitment to being long stocks, with stocks now on a drive higher on the basis that a rate cut comes next week. It could even be a “jumbo” 50-basis points reduction!
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