2026 Road Map
2026 Road Map
This 2026 “preview” will consist of potential scenarios that the market may find itself in this coming year. In these scenarios I will outline what I am looking for and what trades I like for myself. Supplemental to this info packet will be access to a private site where I will present more input and in depth data as things progress throughout the year.
An added bonus this year will be the addition of timely private content released throughout the year to supplement some of the themes discussed in the packet.
The 2026 Road Map is a full spectrum investment research packet covering over 30 actionable positions across sectors, macro thematics, and individual equity deep dives. Inside you will find long form investment theses on names like CSCO, SIMO, and SNPS built from the ground up with earnings data, valuation frameworks, catalyst timelines, and scenario analysis. In it we cover different macro themes, sector analysis, volatility profile and expansion, and geopolitical tension effects across asset classes for 2026.
Proceeds from this packet will be divided and donated equally to the following organizations:
https://donate3.cancer.org
https://toysfortots.org
https://www.chla.org/














