WCG's Leger: With tailwinds to overpower worries, the S&P will hit 8,500 in '26
Release Date: 01/26/2026
StockTA's Steuer: Market's rally has it due for a pause, awaiting clarity
Money Life with Chuck Jaffe
Kevin Steuer, managing partner at , says the stock market's rally after the initial peace talks over the War in Iran got a bit ahead of itself, and he's now expecting the market to hover — without facing much downside pressure — awaiting more resolution and clarity. He's heavily in cash at this point — the most cash he has held by percentage since the Covid crisis — and is looking at defensive, inflation-oriented plays while he waits for a signal that the rally is back on. David Gutierrez, vice president at Liberty Street Advisors — which runs the — says that private markets are...
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Economist Silvia says 'there's no relief from interest rates'
Money Life with Chuck Jaffe
, chief executive officer at Dynamic Economic Strategy, says he expects the Federal Reserve to keep interest rates steady, leaving mortgage rates stuck at 6%-plus and in an environment with the 10-year Treasury rising slightly. Silvia points out that the central bank is not going to be frantic about 3% inflation and reducing it to the 2% target level, but he says that investors and retirees will suffer from that higher inflation, creating more of a retirement-savings struggle. Courtney Werning, principal at and the 2027 president-elect for the Public Investors Advocate Bar...
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Hood River's Cannon on avoiding companies 'that are going to get AI'd'
Money Life with Chuck Jaffe
Lance Cannon, portfolio manager at , says in the Market Call that he is looking for transformational small companies that can benefit from changing trends in key industries, which has included artificial-intelligence stocks heavily as his funds produced stellar results in recent years. But Cannon says that looking for those companies means finding businesses that will not wind up on the wrong end of AI developments themselves, where a current flash will turn into a future crash. Allison Hadley, an analyst at Digital Third Coast, discusses research she did for Howdy.com looking at . Following...
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American Gold's prez sees gold hitting $6,000 within 18 months
Money Life with Chuck Jaffe
Dana Samuelson, founder and president of , says gold investors shouldn't expect the rally in metals to resume at the pace it set last year — when gold was up over 60% — but he does believe that the fundamentals that were in place for that rally will drive gold back up once concerns over war and inflation are a little less prominent. He sees the metal hitting $6,000 in 12 to 18 months, and says he'd be buying in dips now. Thomas Raymond, founding partner at , says he's staying patient while war gets resolved, because backstopping the economy and the markets are a $7 trillion...
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Fiduciary Trust's Sanchez: Solid fundamentals will win out
Money Life with Chuck Jaffe
Ron Sanchez, chief investment officer at , says in "The Big Interview" that solid fundamentals from both the top down and the bottom up should make it that earnings can drive the stock market higher once there is resolution in Iran, where war has been creating problems that could make for a volatile and bumpy few months. He expects higher inflation to be temporary, but thinks conditions are solid enough for a strong rebound once the market feels confident that there is resolution, noting that bounce-backs tend to be solid and strong after geopolitical conflicts end. That makes for...
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Veteran technician sees new highs leading to a range-bound, volatile market
Money Life with Chuck Jaffe
D.R. Barton Jr., director of market research for the , says he expects the market to continue its recovery through one more burst higher that lasts into the summer, but after that he is seeing "a bouncy, sideways market" with heightened volatility, swings reaching 20% up or down in a quarter. He is looking for "inflation-hedging names" for whatever happens coming out of the current cease-fire in the war in Iran, noting that he expects inflation to dampen the economy and the market for the remainder of the year. Isaac Wakszol, chief executive officer at , says investors need to guard against...
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Baird's Diederich: Yields look attractive amid short-term inflation rise
Money Life with Chuck Jaffe
Gabe Diederich, portfolio manager at , says that long-term indicators for inflation haven't moved much, which is good news for bond investors interested in capturing steady income for the long haul. He says in the Big Interview that he expects the Federal Reserve to wait on rate changes — so long as the economy and labor market remains stable — until there is more clarity and certainty in the numbers. Diederich says that fundamentals for bonds across the spectrum look solid, but he says "There's a great story for the tax advantage of municipal bonds," and that investors should look to take...
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Morningstar's Sekera: Technology is now trading 20% below fair values
Money Life with Chuck Jaffe
Dave Sekera, chief U.S. market strategist at , says that the beating that technology stocks have taken has made the sector ideal for patient investors hunting bargains. He says technology as a sector is now trading at a 20% discount to the firm's composite of fair values, and there have only been two other times since 2010 when tech has been that undervalued. As a result, he's looking at some big-name companies — including a few Magnificent Seven stocks and some beaten-down software names — as buys now. Author discusses his new book, “Good Money: Six Steps to Building a Financial Life...
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A gambling story for the ages, building wealth for generations, and more!
Money Life with Chuck Jaffe
Journalist Kit Chellel discusses his new book, released today, "," the tale of 1970s gamblers who applied early computer technology to gambling at a time when the smallest computers were still the size of a suitcase. They created "advantage playing," and faced issues with casinos, the mob and more, but also laid the groundwork for a lot of what is happening now and being revisited in prediction markets and more. Heather Hunt-Ruddy, divisional president at , discusses the firm's recent white paper on , and how to accomplish transfers without spoiling the next generations or setting the...
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Cordoba's Sheikh: The market's 'dislocated areas' are its best opportunities now
Money Life with Chuck Jaffe
Abe Sheikh, chief investment officer at , says that if tensions in Iran cool and oil prices settle down — which the futures market is saying is likely by year's end — says that the current spike in inflation is temporary and the risk of runaway inflation is much lower than it was during Covid times. With that in mind, he thinks current events are more setting up investment opportunities than stopping investors and getting them to panic away from equities and heightened volatility. With consumer sentiment at record lows — but consumer confidence improving ever so slightly — in March, ,...
info_outlineTalley Leger, chief market strategist at The Wealth Consulting Group, says the market is facing seven different headwinds, but that it has 10 tailwinds, all blowing to overcome potential troubles to where he expects the Standard & Poor's 500 to reach 8,500 this year. That would make 2026 the fourth consecutive year with double-digit market gains, but Leger is confident in his pick, noting that easing financial conditions — including a few more rate cuts from the Federal Reserve — should support economic re-acceleration to let the rally roll on.
Leger is not the only one who is optimistic, as the latest Business Conditions Survey, released today by the National Association for Business Conditions, showed that the nation's economists have mostly factored recession out of the picture for this year. While the economists do see potential overhangs from tariffs and other policies impacting business, they say that spending plans in their companies — but more broadly for the economy at large — should fuel continued growth.
Vijay Marolia, chief investment officer at Regal Point Capital, is also optimistic for the future, coming off of the World Economic Summit at Davos — where he says the lesson was to keep watching geopolitics without over-reacting to them by overhauling your portfolio. Further, in "The Week That Is," he discusses how the market is reacting to feelings rather than fundamentals in the current earnings season, and how it's still not too late for investors to reconsider their commodities holdings, even after gold and silver popped again last week, with silver reaching fresh highs above $100.
David Trainer, founder and president at New Constructs, puts five different technology stocks — including Magnificent Seven member Meta Platforms and tech giant Oracle — in "The Danger Zone," noting that they have troubling balance sheets that have created significantly misleading stock valuations, which he says will not hold up once the market recognizes the potential for trouble.