My Favorite 4 Sectors For The Rest Of 2026

So far, one of the best calls I’ve made coming into 2026 was psychedelics.

While everyone else was fixation on AI and semiconductors, at the beginning of the year I said it was my favorite sector for the year, arguing that the market was dramatically underestimating both the progress being made on the regulatory front and the amount of upside that could materialize once investor sentiment finally turned.

So far, that thesis has played out about as well as I could have hoped. Some names I pointed out in my 26 Stocks To Watch For 2026, including Compass Pathways (CMPS) and Definium (DFTX) are up about 100%+ and 200%+ respectively so far this year. The AdvisorShares Psychedelics ETF (PSIL) has climbed about 35%.

It’s still a sector I like over the long run because I believe the addressable market is enormous and we’re only scratching the surface of what psychedelic-assisted therapies could eventually become.

But if I had to identify the four sectors I’m most excited about today outside of psychedelics, that have not outperformed the market so far this year, these are the areas where I’d be putting the most attention.

The first is precious metals (again) and, more specifically, gold and silver miners.

Ironically, this is a sector I owned much more aggressively in 2025 than I did at the start of this year. That wasn’t because I had become bearish on gold or silver. Quite the opposite. It was simply because after an incredible run in 2025, I didn’t think the risk-reward favored chasing names that had already appreciated dramatically as everyone suddenly rediscovered inflation, currency debasement and hard assets.

Today, however, the setup looks much more attractive. Both miners have underperformed the market YTD by more than -10%. The dollar has ripped higher, gold has corrected sharply, silver has been absolutely hammered, and the market has once again convinced itself that the Federal Reserve is going to successfully keep policy tight without anything important breaking.

I think that’s exactly the wrong conclusion. Every cycle begins with the Fed talking tough. Every cycle ends with intervention. Whether they call it quantitative easing, emergency liquidity, market functioning operations, yield curve control or invent another acronym entirely doesn’t really matter. The end result is almost always the same: more liquidity enters the system because the financial system has become too leveraged and too dependent on easy money to withstand prolonged tightening. I don’t believe this cycle will be any different.

Maybe the dollar stays strong for a while longer. Maybe gold and silver continue correcting. Maybe markets price in another rate hike or two. None of that changes my longer-term view that eventually something breaks, the Fed steps in, and another round of monetary intervention follows. If anything, this selloff has created the opportunity I was waiting for six months ago.

My long term view also hasn't changed on another sector....(READ THIS FULL ARTICLE AND GET THE OTHER 3 SECTORS IM WATCHING HERE).

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