Weekly Update

How High Can Gold Go?

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Published January 23, 2026

 

Over the past couple of years, the gold trade has been, well, absolutely golden. One reason for the meteoric rise of the precious metal has been a shift in attitude toward U.S. Treasury bonds. (more…)

Weekly Update

A Shifting Market Worries About AI

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Published January 16, 2026

 

Thus far in 2026, we have seen a substantial rotation in the stock market. Investors have been moving out of the long-time leading Mag 7 stocks and into cyclical materials and industrials sectors. This comes as the immense AI data center spending announced by the Mag 7 companies turns to the actual building out of the facilities. (more…)

Weekly Update

Schwab’s 2026 Outlook: The K Economy

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Published December 12, 2025

 

Over the coming three weeks we will offer Schwab’s outlook for the coming year. It’s a full document. So, we think cutting into more bite-sized pieces makes sense. Here’s the first section on the economy:

“This unique economic and market cycle is best defined using a couple of key letters: U and K. (more…)

Weekly Update

Looking Ahead to 2026

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Published December 5, 2025

 

Below we offer Delta Research’s 2026 Market Outlook. This overview is relatively brief and offers a good review of markets, their valuations, and their driving forces. Like all years, we expect 2026 will carry the usual mix of good market days and bad, rallies and pullbacks. Our models seek to keep you on the right side of the market regardless of whether it’s rising or falling, to protect your capital in down markets and participate meaningfully in upside markets. Enjoy this market overview! (more…)

Weekly Update

Rate Cut Rollercoaster

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Published November 28, 2025

 

Market volatility shot higher recently only to just as quickly subside. Delta Research outlines the reasons for the volatility and subsequent settling. (more…)

Weekly Update

Markets Show Some Nerves

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Published November 21, 2025

 

Last week’s drop in the stock market unnerved investors as it was the second such drop in a month’s time. Nonetheless, the major stock market indexes remained in good shape holding their intermediate-term trendlines. This week though lines have been further challenged. (more…)