Co-founder Lucas Downey joins Schwab Network to discuss what he calls a “monumental rotation” into the Russell 2000. He discusses how small-cap dominance will prevail in 2026. “Monumental Rotation” Into Small & Mid-Caps, Memory Chips to Run Higher He expects memory stocks like Micron (MU) and Western Digital (WDC) to continue their rallies, earnings dependent. Read more »
2026 is off to a choppy start as macro crosscurrents abound. On the one hand, the strong fundamentals we outlined in our 2026 Outlook have kept stocks well bid near record highs as this rotating rally continues to broaden out. On the other, out of the blue, tape bombs are creating near-constant headline risk for… Read more »
We are in the midst of a violent leadership shift. Left-behind names are rallying hard. The 2026 market rotation leaves the S&P 500 in the dust. There is a catchup trade that’s been in motion for months. Fed rate cuts, economic strength, and growing Capex have helped unleash a violent risk-on rally in smaller companies…. Read more »
We are witnessing one of the largest rotations in recent memory. New leadership is leaving mega-cap Tech stocks in the dust. We believe small-cap dominance will prevail in 2026. You may not realize it, but a large swath of stocks are under immense accumulation. It’s hard to see it when you only look at the… Read more »
Happy new year everyone! As we kick off 2026, inflation still nears the top of the bears’ worry list. Pundits profess that tariffs will keep prices high and Fed policy tight, leaving stocks ripe for a big drawdown. Just don’t fall for it. The real risk is disinflation…not rising prices. Today, we’ll show you why… Read more »
There have been huge moves in the market lately. Precious metals and technology are on everyone’s mind. We see a bigger opportunity in the latter. We’ll make the case to buy semiconductors over silver in 2026. New calendar years bring new leaders. Institutional investors deploy capital in hopes to outperform benchmarks. This is one reason… Read more »
As the year comes to an end, looking back is just as important as looking forward. I’m proud of the research we produced in a very challenging year. In this post we will be recapping MoneyFlows 10 biggest calls in 2025. Markets dealt with a lot this year. We saw a tariff crash, a crowd-stunning… Read more »
Stocks are bringing joy this holiday season. The uptrend quietly notched a new high for the S&P 500 yesterday. And that wasn’t the only stocking stuffer for investors. Volatility crashed to new lows in 2025. This year is proof that investors should always prepare for the unexpected as it relates to markets. We all dealt… Read more »
Alec Young joins Tom White with on Schwab Network’s Morning Trade Live to discuss why this bull market still has legs into 2026. MoneyFlows’ Case for 2026 Bull Market An improving A.I. trade, favorable monetary policy, strong earnings momentum and continued Fed rates cuts, are just some of the metrics to fuel markets higher. Read more »
Investors need to explore new areas next year. Plenty of left behind companies present big opportunities. Here are the best oversold consumer stocks to buy for 2026. We’ve been on record about the rotation occurring under the surface of the market. Last week we made the case to own high-quality small caps in 2026. And… Read more »