| | Fred's Note: This caught my attention—and I think it might catch yours too. It's from some trusted folks I work with, and it's something you don't want to miss. | | As the year winds down, markets tend to behave a little differently.
Headlines grab attention, but year-end positioning often happens quietly, as portfolios rebalance, themes rotate, and sentiment resets ahead of the new calendar year.
To mark the close of the year, we've released a free Year-End Market Shift Report + live watchlist, outlining what we're tracking as policy discussions, pricing pressures, and consumer behavior continue to evolve.
Inside this end-of-year release, we cover: | How ongoing budget negotiations may factor into late-year spending trends Why renewed tariff discussions are resurfacing on supply-chain radars What mixed consumer signals could mean as rate expectations head into the new year
| Rather than reacting to day-to-day noise, our team at Market Crux is focused on where attention and activity are beginning to rotate, particularly across technology, energy, and healthcare as 2026 approaches.
These late-year shifts don't always announce themselves. Historically, they tend to surface first on watchlists before becoming broader narratives.
Access the Free Year-End Report + Real-Time Watchlist.
This complimentary release is available as we close out the year, before focus turns fully to what's next.
Best regards,
Gary Silver
Co-Founder & Managing Editor
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