Stage 2 Still On: Weekly S&P 500 Read and My Trades for the Week Ahead
January 11, 2026 - Update
Photo by Joshua Sortino on Unsplash
Today is January 11th, and the S&P 500 is already up +1.8% year to date. A positive start.
From a macro perspective, there is not much I can add to my view from the last several months. This environment is supportive for stocks. In a nutshell:
Liquidity and credit availability are improving.
Inflation looks under control.
…
