Four Investment Themes for 2026

ViewpointsOpinionTraders work on the floor of the New York Stock Exchange in New York City on Jan. 2, 2026. Spencer Platt/Getty ImagesMichael Wilkerson1/6/2026|Updated: 1/6/2026CommentaryLet me get to the punchline of my view on the financial markets for 2026. The remarkable equity bull run of the past couple of years is unlikely to stall, at least not in the first half of 2026. Corrections are inevitable, and we are indeed likely in an asset bubble.Michael WilkersonAuthorMichael Wilkerson is a strategic adviser, investor, and author. He’s the founder of Stormwall Advisors and Stormwall.com. His latest book is “Why America Matters: The Case for a New Exceptionalism” (2022).Author’s Selected ArticlesExpect the Precious Metals Rally to Continue in 2026Dec 30, 2025Labor Market Sends Mixed SignalsDec 21, 2025America’s Health Care System Is Terminally IllDec 01, 2025Inflation Gnaws at America’s WealthOct 27, 2025