Independent Investment Research & Investor, Maverick Equity Research

Maverick Equity Research

Independent Investment Research & Investor

Independent Investment Research & Investor: value, dividend and growth stocks. Risk management & hedging for an all weather portfolio.

Thematic (Sector/Industry)

<ul><li>The U.S. economy enters 2026 with solid growth, stocks at all-time highs, broadening profit drivers, big investments, a strong consumer, and a Monetary and Fiscal policy mix that remains supportive for stocks.</li><li>Hence, time for a forward looking view with my 2026 Top 25 Maverick Predictions!</li><li>Before proceeding further, in case you missed the 2025 review, I highly recommend it as it sets the stage for this 2026 outlook, hence a solid grounding for a 2026 clean state!</li></ul>

The U.S. economy enters 2026 with solid growth, stocks at all-time highs, broadening profit drivers, big investments, a strong consumer, and a Monetary and Fiscal policy mix that remains supportive for stocks.Hence, time for a forward looking view with my 2026 Top 25 Maverick Predictions!Before proceeding further, in case you missed the 2025 review, I highly recommend it as it sets the stage for this 2026 outlook, hence a solid grounding for a 2026 clean state!

2026 Top 26 Maverick Predictions! The Inaugural Edition!

Articles from Caixin Global, Caixin Global

Caixin Global

Articles from Caixin Global

Caixin is a media group dedicated to providing financial and business news through periodicals, online content, mobile apps, conferences, books and TV/video programs. Caixin aims to blaze a trail that helps traditional media prosper in the new media age through integrated multimedia platforms.

News from Caixin

Cross Asset Strategy

<ul><li>In Depth: Global Climate Summit Ends in Disarray as U.S. Absence Upends Talks</li><li>In Depth: Rift Opens in China’s State-Dominated Duty-Free Sector</li><li>China’s Sovereign Wealth Fund Posts Strong 2024 Results</li><li>Hong Kong Warns IPO Sponsors Over Slipping Application Quality</li></ul>

In Depth: Global Climate Summit Ends in Disarray as U.S. Absence Upends TalksIn Depth: Rift Opens in China’s State-Dominated Duty-Free SectorChina’s Sovereign Wealth Fund Posts Strong 2024 ResultsHong Kong Warns IPO Sponsors Over Slipping Application Quality

CX Daily: Global Climate Summit Ends in Disarray as U.S. Absence Upends Talks 

Founder, Market Thinker

Mark Tinker

Founder

Market Thinker

Mark Tinker has over 35 years experience as an investor, market strategist and economist. Having spent more than 20 years as a sell side strategist and being top rated on numerous occasions and surveys he moved to investment management in 2006 to run global equity portfolios in London and subsequently moved to Hong Kong in 2013 to help establish an Investment Management business for a top 20 international asset manager. He first started writing investment weeklies for his employers in 1989, developing a style characterised under the title Market Thinking and has been a regular commentator and presenter on CNBC, Bloomberg and other business channels, where his approach of rationalising market behaviour rather than making short term predictions on high frequency market data provides a welcome balance to his client audience.

Making Sense of the Narrative

Macroeconomics

<ul><li>The ‘year-end’ book squaring ahead of Thanksgiving caused a mid-month wobble around the November options expiry, which in turn caused some panic among leveraged traders, albeit not of the April variety.</li><li>The FOMO trades of unprofitable tech and everything Crypto related were hit particularly hard and while the $ briefly moved back above 100 on the trade weighted index, the pain trade at the broader market level appeared to have gone by end month.</li><li>A Rip Van Winkle analysis of November would have concluded that nothing much happened, but a lot did.</li></ul>

The ‘year-end’ book squaring ahead of Thanksgiving caused a mid-month wobble around the November options expiry, which in turn caused some panic among leveraged traders, albeit not of the April variety.The FOMO trades of unprofitable tech and everything Crypto related were hit particularly hard and while the $ briefly moved back above 100 on the trade weighted index, the pain trade at the broader market level appeared to have gone by end month.A Rip Van Winkle analysis of November would have concluded that nothing much happened, but a lot did.

<ul><li>Chips /Cover Story: U.S. and Chinese Chipmakers Tread Different Paths in AI Gold Rush</li><li>China-U.S. /: China, U.S. Reach Basic Consensus in Kuala Lumpur Trade Talks Ahead of Leaders’ Summit</li><li>Hospitals /: China’s Public Hospitals Report Mixed Fortunes as Financial Pressures Mount</li></ul>

Chips /Cover Story: U.S. and Chinese Chipmakers Tread Different Paths in AI Gold RushChina-U.S. /: China, U.S. Reach Basic Consensus in Kuala Lumpur Trade Talks Ahead of Leaders’ SummitHospitals /: China’s Public Hospitals Report Mixed Fortunes as Financial Pressures Mount

CX Daily: U.S. and Chinese Chipmakers Tread Different Paths in AI Gold Rush 

<ul><li>On July 25, Jinzhou Port Co. Ltd. became the first port operator to be kicked off a Chinese mainland stock exchange.</li><li>The delisting came after the securities watchdog determined the company had fabricated more than 8.6 billion yuan ($1.2 billion) in revenue and nearly 180 million yuan in profit between 2018 and 2021.</li><li>On its last A-share trading day, Jinzhou Port’s market value stood at 1.26 billion yuan, a staggering 80% collapse since the China Securities Regulatory Commission (CSRC) started investigating the company in late 2023.</li></ul>

On July 25, Jinzhou Port Co. Ltd. became the first port operator to be kicked off a Chinese mainland stock exchange.The delisting came after the securities watchdog determined the company had fabricated more than 8.6 billion yuan ($1.2 billion) in revenue and nearly 180 million yuan in profit between 2018 and 2021.On its last A-share trading day, Jinzhou Port’s market value stood at 1.26 billion yuan, a staggering 80% collapse since the China Securities Regulatory Commission (CSRC) started investigating the company in late 2023.

CX Daily: How a Tycoon Looted Billions of Yuan From a State-Backed Portv 

United States

NVIDIA Corporation designs, develops, and markets three dimensional (3D) graphics processors and related software.  The Company's products provide interactive 3D graphics to the mainstream personal computer market.

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NVIDIA Corp (NVDA US)

2026 Top 26 Maverick Predictions! The Inaugural Edition!

The U.S. economy enters 2026 with solid growth, stocks at all-time highs, broadening profit drivers, big investments, a strong consumer, and a...

Maverick Equity Research

CX Daily: Global Climate Summit Ends in Disarray as U.S. Absence Upends Talks

TOP STORY In Depth: Global Climate Summit Ends in Disarray as U. S. Absence Upends Talks (Belém, Brazil) — A decade ago, a landmark joint...

Caixin Global

Un-Tethered from reality?

The ‘year-end’ book squaring ahead of Thanksgiving caused a mid-month wobble around the November options expiry, which in turn caused some panic...

Mark Tinker

CX Daily: U.S. and Chinese Chipmakers Tread Different Paths in AI Gold Rush

TOP STORIES Chips / Cover Story: U. S. and Chinese Chipmakers Tread Different Paths in AI Gold Rush A global race to dominate artificial...

Caixin Global

CX Daily: How a Tycoon Looted Billions of Yuan From a State-Backed Portv

On July 25, Jinzhou Port Co. Ltd. became the first port operator to be kicked off a Chinese mainland stock exchange. The delisting came after the...

Caixin Global

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