November 12, 2026
By Peter Bower
For some time now, and especially since the midterm elections, investors have been asking themselves, “Is this a new era for investing?” The answer is a little complicated. Yes, there is change, but not totally so. The recent elections reinforced changes that were already occurring, rather than forcing a black-to-white shift. Here are a few observations and predictions:
- Market performance and returns are broadening out.
- The tech sector is no longer the return behemoth that it was, but many companies here will continue to perform well.
- The highs for many tech companies were probably set last summer. However, some of these will recover from their recent lows.
- Within tech, investor interest is shifting from the buildout stocks to those that are building businesses providing AI services.
- Many other sectors and companies are providing growth opportunities.
- Healthcare, industrial, staple, and financial stocks are emerging as the new leaders.
- The economy is healthy, and the consumer is spending.
- The costs of the Ukraine and Iran wars are baked in. Any positive developments here will be very positive for stock markets everywhere.
- Investing in the right stocks will impact returns far more than being in the hot sectors. Stock picking will again be all important.
We are now in a historically strong part of the year for positive returns. We should recover from the recent correction. Get or stay invested. Don’t overthink it, and stay steady my friends!
-The Lonely Bull
