Midterm election years usually see a lot of politics-related volatility, says Jason Blackwell. “They’re doing a bit of A/B testing” on their voting bases, and the markets tend to have “the biggest drawdowns and the biggest recoveries” because those proposals don’t materialize. He warns investors not to get “whipsawed” this year. Jason is focusing on “cash flow, cash flow, cash flow” and thinks the market expects AI to start making material differences in earnings this year.

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"This is a five to ten-year plan, not a five to ten-month plan," says Brandon Karpeles, CEO of Sovreign. While he makes the case that it will take time for companies and consumers to adjust to cryptocurrencies, it will add value for businesses in the long-term. He explains how he sees the rollout for crypto and the hurdles ahead toward adoption.

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Megan Brantley from Likefolio discusses Shopify (SHOP), highlighting web traffic acceleration over the last 1-2 years that far outpaces competitors. She notes that its system “plays nicely” with the biggest AI systems, giving it an edge for consumer shopping through there. Megan emphasizes how Shopify is helping small and medium businesses gain customers.

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Anthony Ferry was not surprised by the latest retail sales report as consumers continue to look for bargains and using BNPL at record levels. He expects the same trends to continue, emphasizing “need to haves” rather than “want to haves.” Brian Jacobsen notes a decline in big-ticket items, partially driven by tariffs. He thinks consumers took advantage of the holiday shopping season by slowing down beforehand. He anticipates tax returns bridging the gap between the labor market and GDP growth.

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Not your parents’ portfolio: Kyle Bergacker talks alternative investments, especially accessing private markets. Private markets have changed substantially over the last two decades, he argues, and now people have investment vehicles through some of the private capital giants. He explains how to access them and why investors may be interested in them, including “illiquidity” payouts and tax advantages. On the downside, the money will be tied up for a longer time frame.

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Andrew Graham is a bull on networking equipment, thinking investors will move to where the real earnings growth is. He also likes microchips and analog devices and says the rise in cyclicals needs justification. He likes Amazon (AMZN), saying “this is the time” to own it. He’s also watching Cisco Systems (CSCO) and Arista Networks (ANET).

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Kenny Polcari tells investors to shake off the negative price action on Wednesday. He points to the start of earnings season and a stronger-than-expected CPI backing a bullish narrative to start 2026. As for his top picks, Kenny makes the case for Neurocrine Biosciences (NBIX), Verizon (VZ), and L3Harris Technologies (LHX).

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Eric Sterner and Pierre Buhler break down big bank earnings. Eric notes that consumers still look healthy at an aggregate level, with write-offs and provisions for credit losses lower. He also expects M&A activity to be strong this year, boosting bank revenue. Pierre noticed a slowdown and is worried around investment banking. He’s also looking for warning signs around credit. They both caution against capping credit card rates, arguing that it will significantly hurt lower-end consumers.

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TheoTrade's Don Kaufman is back to being a bear on today's Big 3. He explains his bearish theses and offers example options trades in Costco (COST), the iShares MSCI Emerging Markets ETF (EEM), and Broadcom (AVGO). Kevin Green turns to technical analysis in all three stocks.

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Silver, gold, copper, and other metals hit all-time highs throughout the week. David McAlvany has a price target of $8,000 an ounce in gold for the next three years. He believes investors with pockets of all sizes are seeking refuge from geopolitical turmoil and uncertainty through the gold trade. As for silver, David explains how AI and renewable energy is helping usher in a "generational repricing" for the metal.

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