Will This Orderly Selloff Turn To Panic?
Submitted by QTR's Fringe Finance
Heading into Friday, my 26 Stocks I’m Watching For 2026 were still beating the S&P 500 average by about 3% and were up, on an equal weighted basis, by about 2.5% this year, versus the S&P 500’s negative print.
This comes after my 25 Stocks I’m Watching For 2025 beat the S&P average by more than 50% to wrap up last year — and rose nearly 70% on the year on an equal weighted basis.
This past week I wrote about one stock in my list that is underperforming (and is even cheaper today) that I continue to add — and one stock that was talked about all week that I would never, in a million years, consider owning — which is down about 10% since I wrote about it.
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I published one of my favorite investors this week, who “expects a crash” this year. I also published thoughts on Trump’s new Fed Chair and how the country’s two-party system is broken.
In addition, I also had a discussion with ETF expert Eric Balchunas about Bitcoin ETFs and how they play into this selloff:
Additionally, I ridiculed permabull Tom Lee, whose $250k Bitcoin target for this year looks…well, optimistic, at this point:
Tom Lee’s $250K Bitcoin Target And Other Bedtime Stories
Last week, I also took a hard look at where our financial system is headed. From Larry Lepard’s warning about “the end of the monetary road” to mounting evidence in gold, silver, and Bitcoin, the signals are getting louder. The charts, the data, and the macro backdrop are all pointing in the same direction: something is breaking.
"The End Of The Monetary Road": Larry Lepard On Gold, Silver & Bitcoin
I also dug into why 2026 could be a turning point. One of last year’s top-performing gold investors is calling for chaos, and the “Big Print” is looming. At the same time, the so-called “Sell America” trade is gaining traction, with foreign demand for U.S. debt under growing structural pressure. These aren’t isolated events—they’re part of a much bigger story.
I also examined private credit and why parts of that market look dangerously fragile.
Private Credit Could Be On Thin Ice
Here’s what else is new on the blog:
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