Midweek Recap - 01.21.2026
It's a LMND & SVM story
We had a little blip in the SPY so far this week breaking below the 8 and 21 daily but today’s volatile +1.14% gain could keep us going for longer especially after Trump said the stock market is going to “double” and that the market is “peanuts”.
My two cents is he won’t let the market fail before the midterms so I suspect 2026 could be a continued bullish year. Earnings will be the next big catalyst and to be honest I don’t see it likely that we see anything but uber bullishness across big tech.
INTC report tomorrow, megacaps are next week. I suspect both will be beats. In some more negative news today we saw pending home sales down 9.3% so we’ve seen plays like HD and WHR fight the current state of the market with the knowledge that a big aim for Trump is to make housing far more affordable.
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Here’s the contents for this 3-4 minute read:
Recap of “Ideas for the Upcoming Week” released on Monday.
Ideas for the Rest of the Week
Big themes to watch this week
My portfolio so Far this week
Unusual Options
Recap of “Ideas for the Upcoming Week”
At the start of every week, I release my free article on Ideas for the Upcoming Week. In this release I touched on NVO, PATH, and AMPX.
Here’s where we are well all three so far in the week.
