With the close of the great bull market of 2025 (sense the sarcasm- double digit gains yet most stocks ended lower, and you're 401k continues to perform like a 90 yr old dude on his wedding night), and after all the many bullish predictions for 2026, where do we find investors putting money to work? Not in the good ol' US of A, that's for sure!
1. Europe - covered this in the last blog [link]
2. China – the usual suspects bow down to Chairman Xi, piling into familiar names: $BIDU Baidu up +15% on Friday alone (thanks to that AI chip unit spin-off thing—because nothing says "innovation" like carving out the hot part and listing it separately), $BABA Alibaba up ~6.25%. No thank you, NO, *FUCK OFF!
Select Semiconductor Momentum plays - $MU, LAM both blasting to new all time highs $SOX up 4% - FOMO that, "AI bubble" crybabies!
$ASML (ASML) As bad as things are in the Netherlands ASML retests the highs ^8% on Friday. Up 60% since Trump took office. 4th retest of the highs in 3 months. Looks toppy? Absolutely!
Gold, gold miners, silver? No, it's Canadian penny stocks getting the love.
$CNIKF Canada Nickle Company +6.45%
All this as the "greatest economy ever" narrative crumbles—money fleeing US shores while Trump ramps up the chaos with strikes on Venezuela capturing Maduro, no less (over the weekend), and fresh threats against Iran over protester crackdowns - "we're locked and loaded". Hey, I didn't vote for this!
Yet the tape keeps grinding higher (on AI frenzy).
Reminiscing about some bullish stories from 2025
$CBRL The magnificent turn-around story at Cracker Barrel - you might have seen this one trending on social media? Bought on heavy volume after they decided not to change the sign, after all. Actually looks like it's trying to build a base - wait for it?
$CHWY America's favorite litter box filler supplier is launched into the stratosphere by the Roaring Kitty himself. This was enough to lift the stock to 2 year highs (100% gains), and hold it there like a concreate dog statue in the squatting position - for nearly a year and a half. See the death cross on the moving averages.
I've added so many stocks to my junk folder, I don't know where to stop.
$FRPT another Cramer favorite from the past, revived like the cat who stared in Pet Cemetery - I should've covered this one back in Halloween.
$FISV Fiserv - probably the most devastating example of all, and more proof the msms is gas lighting you when they tell you how well stocks performed in 2025. What a pathetic excuse for a bull market this is. After all the breathless 2025 predictions of a broadening out of the rally, we're starting 2026 off with... more of the same narrow momentum-chasing rotations into overseas; bifurcate (fractured) markets.
But hey—if you can't beat 'em, join 'em. As I said in Friday's blog, the playbook remains simple: buy the dips, sell the rips, and most important of all, don't fight the tape. The trend is your friend until it isn't—and right now, it's still pointing up, sarcasm aside.Stay nimble out there.
