The hottest saying of the market these days surely is “Long Hardware, Short Software”. According to Financial astrology, year 2026 is a year of individual stocks rising rather than the market rises as a whole.
What is meant by hardware and software? To an outsider, it is nothing but IT stocks, anyway something concerning Silicon Valley and not Wall Street on industrial stocks and other sectors. At least it proved one saying, the current AI trend is not a bubble. If it is a bubble, then the whole market will go over a slump and would not just a sector inside it will drop and another sector will rise. Be Water!
So, what would happen to the general public? That is the 3 major indexes keep on going up or even breaking record highs, but some investors keep on losing greatly. At least in some sector of stocks are like this. Anyway, the path of market is not in a straight line, so going up and down is a common occurrence. Some other day, all stocks will rise together before the end of this year. Don’t worry, it just a matter of time. Be Water!
Mind that Cathy Wood is buying some ETF on cryptos. She bought it after the fall of crypto for 4 months. She is buying at low and would not chase high, of course it may need some time for them to go up, but at least the room for falling is less, for rising is more and more. DJIA is the strongest among the 3 major indexes, NASDAQ just touched the 100-SMA and goes up again. S&P is in the middle of the 3 major indexes and clinging upward. Anyway, it’s a time of individual stocks development and needed to have more study rather than just copy trade. Be Water!
About the Author
Daniel Yue has been an active investor since 1980, with experience spanning stocks, currencies, futures, metals, and bonds. A scholar of the Chicago School of Economics, he holds a Certificate with Distinction from Cambridge University and a degree in International Trading from National Taiwan University. He served as Chief Analyst for over 30 years and Chief Mentor at Sincere Finance. In 2017, he received an award from the University of Arizona for financial internship leadership.
The analysis and opinions expressed in this article are for educational purposes only and do not constitute financial advice. Investing involves risk. Please consult a qualified financial advisor before making investment decisions.
About the Author
Daniel Yue has been an active investor since 1980, with experience spanning stocks, currencies, futures, metals, and bonds. A scholar of the Chicago School of Economics, he holds a Certificate with Distinction from Cambridge University and a degree in International Trading from National Taiwan University. He served as Chief Analyst for over 30 years and Chief Mentor at Sincere Finance. In 2017, he received an award from the University of Arizona for financial internship leadership.
The analysis and opinions expressed in this article are for educational purposes only and do not constitute financial advice. Investing involves risk. Please consult a qualified financial advisor before making investment decisions.