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Four Investment Themes for 2026

Four Investment Themes for 2026

Last updated: January 6, 2026 5:48 pm
By Michael Wilkerson
1 Min Read
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Viewpoints

Opinion

Four Investment Themes for 2026

Traders work on the floor of the New York Stock Exchange in New York City on Jan. 2, 2026. Spencer Platt/Getty Images

Michael Wilkerson

Michael Wilkerson

1/6/2026|Updated: 1/6/2026

Commentary

Let 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 Wilkerson

Michael Wilkerson

Author

Michael 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).

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