The Compound and Friends

These Are the Stocks to Buy In 2026 (with JC Parets)

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Jan 16, 2026
JC Parets, founder of TrendLabs and author of 'Everybody's Wrong,' shares his insights on the stocks to watch for 2026. He discusses the four groups of market players to fade, including asset managers and economists. The conversation dives into the intriguing magazine cover indicator as a contrarian signal. JC also explores the strength of small caps and sectors like energy and precious metals that may break out. Tune in for actionable insights and timely predictions, peppered with lively banter!
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INSIGHT

Sentiment And Price Can Diverge

  • Consumer discretionary hit all-time highs even as consumer sentiment stayed very low.
  • Price action can diverge from popular sentiment because the people complaining often don't own the stocks.
ANECDOTE

Magazines In JC's Bubble Archive

  • JC collects magazine covers going back to 19th-century bubbles and uses them as contrarian signals.
  • He showed a cover predicting market collapse and the market rose strongly afterward.
INSIGHT

Transports Confirm Broader Bull Market

  • Transports and industrials closed at all-time highs together, a confirmation of broad bull market health.
  • That breadth supports the view that multiple sectors, not just megacaps, are leading.
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