The Compound and Friends

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

53 snips
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

Commodities Run Long Cycles

  • Commodity bull markets can last decades, not just quarters or years.
  • Betting they're over assumes this would be the shortest commodity supercycle ever.
ADVICE

Fade Consensus When Everyone Agrees

  • Fade consensus groups when unanimity forms: sell-side analysts, asset managers, mainstream journalists, and economists.
  • Do the opposite especially when they all agree and price/futures positioning confirms the consensus.
INSIGHT

Magazine Covers Signal Late-Stage Themes

  • Journalists report what already happened, so media coverage often signals a late stage of a theme.
  • A theme crossing into mainstream media often indicates it's in the later innings.
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