26 Stocks Already Beating The S&P In 2026

As I wrote last weekend, this past week I released Part 1 and Part 2 of my 26 Stocks I’m Watching For 2026. Both posts cover a wrap up of our 2025 stocks, my macro analysis and risks I see heading into the new year for free. As shown in those posts, my 25 Stocks I’m Watching for 2025 wound up beating the S&P 500 on a combined equal weighted basis by about 57% this year*.

So far, my 26 Stocks I’m Watching For 2026 are already beating the S&P by about 6% on an equal weighted basis.

I’m bringing back this past weekend’s sale for this weekend because of interest I received from additional subscribers that wanted to take advantage of it and overwhelming demand this week. So, for certain, this is your last chance for a while to take advantage of such a large discount on annual subscriptions.

🔥 80% OFF IF YOU SUBSCRIBE NOW: Get 80% off an annual subscription if you subscribe now — a discount you keep for as long as you wish to remain a subscriber. You get my full 26 Stocks I’m Watching for 2026 list and a wide array of toilet humor mixed with rudimentary equity analysis throughout the year: Get 80% off forever

Last year made one thing painfully clear: most market commentary is just people narrating price action after the fact. While the crowd obsessed over bullshit “analysis” on crypto, bowing at the altar of modern monetary theory and every type of cash burning turd of company one could find, the blog’s 2025 portfolio focused on where capital was actually moving, where supply was constrained, and where the setup was asymmetric. While in past years I’ve lagged the S&P, this year my approach didn’t just work — it embarrassed the benchmark. Can I continue in 2026? Who the hell knows.

Here’s how we did (as of mid-trading-day on December 22, 2025):

And here’s what else is new on the blog:

*numbers not double checked, price levels not total returns, was best effort as of 12/19/25 prior to the cash open, do your research elsewhere

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