Weekly Webcast: 2026 Is Coming – Roaring 2020s, Earnings, and Portfolio Takeaways
November 30, 2025, 12:48 AM EST. Dr. Ed's weekly webcast outlines a continued Roaring 2020s in 2026, with productivity gains fueling a stronger economy, higher earnings, and a firmer S&P 500. He reviews key macro variables, sketches a 2026 market framework, and offers portfolio allocation guidance. The discussion weighs the appeal of foreign stock markets, the outlook for the dollar and gold, and the bearish case for bitcoin. He also signals that the 2030s could roar as well. Exclusive early access is available for paid members below; public release will follow later.
Economic Outlook 2026: Trade Tangles, Canada's Diversification and the Infrastructure Push
November 30, 2025, 12:42 AM EST. As 2025 closes, eyes turn to 2026 and how trade, markets and policy will steer growth. The upside scenario centers on a renewed USMCA with concessions from Canada in dairy, letting Washington claim a win while limiting domestic pain. Yet a Trump pivot could spark uncertainty and threaten investment if exemptions shrink. Canada pursues non-US markets, targeting Europe, the Pacific Rim and South America as exports diversify away from the U.S. while easing tensions with China could unlock canola and lobster shipments. The Major Projects Office promises faster approvals for infrastructure, but critics call it mostly branding unless shovel-ready projects materialize. Geography remains a hurdle: non-US markets offer limited upside, underscoring the centrality of a strong, pragmatic trade mix for 2026.
India's financial markets enter 2026 with renewed confidence backed by domestic demand and reforms
November 30, 2025, 12:40 AM EST. India's financial markets head into 2026 with renewed confidence after a October rebound, led by a 4.5% rise in the Nifty 50 and a 4.6% gain in the Sensex. The rally was driven by domestic triggers – GST 2.0 rate rationalisation, a two-month high PMI of 58.4, and the return of FIIs as net buyers – plus the TEPA pact with EFTA nations opening tariff-free access to Europe. With low inflation around 1.5%, improving earnings visibility, and record government capex (+43% YoY Apr-Aug), the market remains upward-biased though largely range-bound in the near term. Valuations show limited room for error (Nifty P/E ~22.9x; mid/small caps at premium). Risks include currency volatility and external uncertainty. Longer term, earnings are set to recover in FY26/FY27, supported by banks, manufacturing, domestic consumption, and reforms (GST, PLI, fiscal consolidation).
European Stocks Edge Higher for Fifth Straight Month as US Futures Halt on Data-Center Glitch
November 30, 2025, 12:34 AM EST. European stocks were steady as they head toward a fifth consecutive monthly gain, with the Stoxx Europe 600 barely moved and energy shares leading while banks lagged. US futures were halted after a Chicago Mercantile Exchange data-center glitch, prompting caution as some traders look for price differences while others pause for risk control. In Europe, Delivery Hero SE rose about 6.7% amid reports of shareholder pressure for a strategic review. Allfunds Group Plc jumped after entering exclusive talks with Deutsche Boerse AG to be acquired for €5.3 billion in cash and stock, up around 22% on Thursday. The region's index is up about 13% year-to-date and near a record, with muted volume anticipated due to shortened US trading hours in November.
Romance scam costs man $280K in fake crypto investment – the rise of pig-butchering fraud
November 30, 2025, 12:28 AM EST. Joe Novak's case shows how a romantic online relationship can lead to a devastating crypto loss. A stranger on Facebook built trust, then pulled him into a fake crypto investment through WhatsApp. By April, Novak had poured $280,000 of his savings into the site, and the scammer vanished. This is a textbook example of the pig-butchering scheme that uses staged wealth to lure victims into cryptocurrency investments. Authorities say such scams drain billions and prey on loneliness, financial stress and divorce. Victims are urged to verify investment opportunities, avoid sending money to strangers, and stick to regulated platforms. Protect yourself by skepticism toward unsolicited romance and high-return crypto pitches.
Coupang Data Breach Exposes 33.7 Million Customers; Stock Risks for CPNG as Privacy Fallout Grows
November 30, 2025, 12:24 AM EST. South Korean e-commerce giant Coupang disclosed a massive data breach affecting about 33.7 million customers. Personal data including names, phone numbers, email addresses, and delivery addresses were exposed; payment data and login credentials were not affected. The breach reportedly began June 24 via overseas servers and was first detected November 18, with authorities notified two days later. Initial disclosures cited roughly 4,500 affected accounts, a figure later revised dramatically higher. The incident underscores regulatory scrutiny and reputational risk for Coupang as a U.S.-listed stock (ticker CPNG). Analysts say the breach could pressure user trust, future growth, and compliance costs, even as Coupang works with investigators and law enforcement. If similar cases in the region continue to surface, investors may reassess the stock's risk-reward profile amid potential fines and remediation expenses.
Deutsche Reiterates Buy Rating on Pets at Home Group (PAHGF); Price Target Signals Upside
November 30, 2025, 12:22 AM EST. Deutsche Bank reiterates a Buy rating on Pets at Home Group (PAHGF). The analyst price target implies about 2.66% upside to a $3.71 one-year target (range $2.68-$5.74), versus the latest close of $3.61. For 2025, the company is projected to generate $1,546M in revenue (up 5.07%) with a non-GAAP EPS of 0.24. On the fund side, about 80 funds hold PAHGF, with average position around 0.27% and total PAHGF shares of roughly 76,773K. Notable holders include Fidelity Low-Priced Stock Fund (FLPSX), Dfa International Small Cap Value Portfolio (DISVX), and Vanguard funds like VGTSX/VTMGX; several positions shifted in the last quarter. Fintel provides the ownership, sentiment, and related analytics.
3 Things Lululemon Must Fix Before the Stock Can Recover
November 30, 2025, 12:20 AM EST. Lululemon Athletica (NASDAQ: LULU) has long been a growth leader, built on a premium brand, strong margins, and disciplined product design. But softer U.S. demand, uneven product execution, and intensified competition have pressured the stock to a multi-year low. The company's path back likely hinges on three priorities: first, rebuild product discipline by tightening the assortment, refocusing on core categories, and ensuring new designs offer meaningful differentiation while shortening the design-to-market cycle (management aims to lift new styles from 23% to 35%). Second, stabilize U.S. demand and store traffic with stronger category performance, in-store engagement, and messaging that reconnects with the core customer. Third, improve store execution and community touchpoints-events and partnerships-to reignite momentum and support a potential multiples expansion.
Top AI Stock to Buy in December: Micron Technology, Not Broadcom
November 30, 2025, 12:18 AM EST. Micron Technology is positioned as the top AI stock to buy in December, underpinned by a booming memory market and strong guidance. The company expects fiscal Q1 revenue of about $12.5 billion and non-GAAP EPS of $3.75, more than doubling year-ago levels. A tight memory market driven by AI demand, including higher-demand HBM and server memory, supports rising prices-Counterpoint notes DRAM up about 50% in 2025 with prices set to rise further into 2026. Analysts have boosted revenue and earnings expectations for 2025/26. While Broadcom remains a key AI chip player, Micron offers a cheaper valuation with sizable upside as the memory cycle tightens. The story hinges on sustained AI deployment in hyperscale data centers and continued demand driving server memory.
Netflix Stock Split: Fresh Split, Strong Growth, and Still-Demanding Valuation
November 30, 2025, 12:16 AM EST. Netflix completed a 10-for-1 stock split, moving back toward $100 while the market cap stays unchanged. The company remains on a momentum path, with Q2 revenue +16% and Q3 +17%, driven by subscriber gains, pricing, and a fast-growing advertising business. The operating margin is set to expand this year, with guidance of about 28% for full-year 2025 despite a one-off tax charge. Netflix says it can double ad revenue this year and has a healthy free cash flow trajectory, aiming for around $9 billion in 2025. However, even after the split, the stock trades with a demanding valuation, leaving investors weighing growth against multiple compression and capital allocation.
Is Coca-Cola Stock a Buy Right Now? Stability, Dividends, and Emerging-Market Growth
November 30, 2025, 12:14 AM EST. Coca-Cola offers stability and dependable income, backed by a durable asset-light model that preserves margins and free cash flow. The stock delivers steady, inflation-hedged returns rather than rapid growth. The dividend, around 2.8%, has raised for more than six decades, underscoring its reliability for long-term investors. Emerging markets in India, Africa, Southeast Asia, and parts of Latin America could become the next engine of volume growth, helping offset slower gains in developed markets. Valuation isn't a bargain, and growth is likely to stay modest as premium pricing and product expansion play out. For a 5- to 10-year horizon, Coca-Cola can still offer income, defensive stability, and a steady compounding backdrop, though with limited upside versus higher-growth peers.
Should You Buy Cameco While It's Below $90? Nuclear Demand Sparks a Rebound
November 30, 2025, 12:13 AM EST. Cameco (CCJ) has surged as nuclear energy demand grows and the sector benefits from a stronger U.S. government push to accelerate reactor deployment. The stock is up about 63% this year and more than 251% over three years, and it's currently trading under $90 after pulling back around 24% from its 52-week high. A broader energy revival-driven by data centers and AI-supports further upside as Cameco's uranium assets in Canada (McArthur River, Cigar Lake, Key Lake) and Kazakhstan position it to capitalize on tighter supply. The company holds a 49% stake in Westinghouse through a Brookfield partnership, providing exposure to reactor technology. Investors should weigh ongoing policy momentum and uranium-market dynamics against project timelines and potential near-term volatility.
QQQX: Tax-Efficient Dividends From the Nasdaq-100 (NASDAQ: QQQX)
November 30, 2025, 12:06 AM EST. An overview of QQQX, the Invesco NASDAQ 100 Trust, a closed-end fund designed to deliver tax-efficient dividends tied to the Nasdaq-100. The piece explains how the fund's distribution policy and potential use of leverage can influence income investors, tax outcomes, and total return relative to traditional index funds. It highlights key considerations for evaluating QQQX, including yield vs. costs, volatility, and the role of a tax-friendly approach within a diversified portfolio. Readers should weigh the fund's structure, risk, and the caveat that past performance is not a guarantee of future results.
