Stocks Look Better… Until You See This Breakdown!
Julius opens the first portfolio update of 2026 with a cautious look at stocks. Relative strength is improving, while price action is breaking down; as equities roll into the lagging quadrant and technical signals point to additional downside risk, commodities continue to stand out as the strongest asset class. Julius walks through asset classes, yield-curve behavior, corporate bonds, and sector rotations to explain why improving breadth outside of technology may not be enough to offset the damage already done in price.
The video was originally published on January 22, 2026. Watch it on our dedicated page for Julius.
Past videos from Julius can be found here.
