2026 Favors Bulls But Selectively

The setup for US equities in early 2026 looks deceptively clean. Growth is strong enough to surprise the most optimistic among us, inflation hasn't reaccelerated in a dramatic manner, and the AI Capex cycle isHi, I'm Yiannis. Spotting winners before they break out is what I do best.Experience: Previously worked at Deloitte and KPMG in external/internal auditing and consulting. Education: Chartered Certified Accountant, Fellow Member of ACCA Global, with BSc and MSc degrees from U.K. business schools. Invest ...