Barron's Live Getting Ready for 2026
13 snips
Dec 9, 2025 Discover insights on the intense takeover battle involving Warner Bros. and its impact on streaming giants. Delve into leadership changes at Berkshire Hathaway and what’s next post-Buffett. Explore the Federal Reserve's upcoming meeting and the potential rate cuts. Analyze the market outlook for 2026, with a focus on underperforming stocks and the importance of portfolio diversification. Learn about gold's potential upside and the implications of the dollar's stability amid global currency risks.
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Wide Strategist Range Reflects 2026 Uncertainty
- Strategists' 2026 S&P targets range from flat to strongly positive, reflecting wide uncertainty.
- Ben expects volatility and a messy year where valuations, politics, and AI dispersion drive divergent outcomes.
MAG7 Are Not A Monolithic Trade
- The MAG7 already shows large performance dispersion, so treat each big tech stock individually.
- Ben recommends examining underperformers for catch-up potential and understanding each company's AI strategy.
Build Buffers And Stay Aligned With Temperament
- Keep a portfolio aligned with your temperament and rebalance instead of market-timing.
- Build buffers (cash, T-bills, gold) you can rely on to avoid panic selling during big drops.