1.Chinese Tech Stocks were a classic contrarian bull setup at the turn of the year -- and went on to deliver spectacular performance.
Important reminder to check your biases (and information sources).
Many people missed this...
2.A new cyclical bull market began in Commodities this year.
With valuation indicators still cheap, technicals turning up, and a number of other tailwinds in play, this is going to be a key chart + asset class to watch in 2026! 👀 🧐 🤔
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