What I'm Buying As Our Nation's Finances Implode

Heading into this week, the blog’s 26 Stocks to Watch for 2026 were +15% against the S&P 500 average so far this year, on an estimated, average equal weighted basis. This comes after the list beat the S&P 500 by more than +50% last year.

This week I wrote about the one stock/ETF I would buy today if I had to pick one for the next decade:

My Favorite Investment In The World Right Now

I also presented 8 bear cases on the stock market from 8 investors I respect. These are a must read for anyone trying to get their head around possible downside in markets that financial media doesn’t mention:

8 Sharp Bear Cases You Must Read Today

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I also analyzed President Trump’s most recent stock trades from June, reported on earlier this week:

Analyzing President Trump’s Recent Stock Trades

Recall last week I revisited my 26 Stocks To Watch for 2026. I walked through the winners, losers, where my theses have changed and where I’m still willing to be patient.

2026 Midyear Update: Winners, Losers & What's Next

Over the last month I’ve also released several market-related lists here:

If I Had To Only Own 11 ETFs Forever
9 Stocks I’m Avoiding At All Costs
4 Sectors Of The Market I’m Bullish On During Pullbacks
One New Small Cap Idea To Consider Here

As I wrote last week, the United States’ national debt hit a grotesque figure this month, eclipsing $40 trillion and doing so in alarmingly quick fashion. I wrote last week about how the wheels are flying off the fiscal machine in the U.S., what it means going forward, my prediction for markets and thoughts on gold:

40 Trillion Reasons To Own Gold

And in one of my most-read posts of the year with over 30,000 reads so far, I also laid out in detail why I think the AI crash in equity markets could start as soon as this year, heading into 2027:

The Real AI Crash Will Start This Year

Here’s what else is new on the blog:

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This is not a recommendation to buy or sell any stocks or securities, just my opinions. I often lose money on positions I trade/invest in. I may add any name mentioned in this article and sell any name mentioned in this piece at any time, without further warning. None of this is a solicitation to buy or sell securities. I may or may not own names I write about and are watching. Sometimes I’m bullish without owning things, sometimes I’m bearish and do own things. Just assume my positions could be exactly the opposite of what you think they are just in case. If I’m long I could quickly be short and vice versa. I won’t update my positions.

As of May 20, 2026 I am attempting to no longer actively trade as much as I once did (read my story here). My eventual goal is for investing/saving to be mostly done by recurring contributions mostly to sector ETFs and a few select equities, trusted third parties who oversee my accounts, and advisors. Such advisors or funds, through individual equities, options, index funds, mutual funds, ETFs, or other securities, may have positions in, exposure to, or holdings of names mentioned herein that I know nothing about. Basically, via index funds, ETFs and individual equities it is possible I could own, have exposure to, or not own anything at any point. As of the same date, May 20, 2026, in an attempt to lead a healthier lifestyle, I’ve also excluded myself from fantasy sports, sports betting, online and in-person casinos and prediction markets.

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