Bloomberg Surveillance Stocks Head for First 2026 Drop
24 snips
Jan 7, 2026 
Cameron Dawson, Chief Investment Officer at NewEdge Wealth, shares insights on market rotation and the contrasting positioning between neutral institutional investors and heavily weighted retail. He discusses the potential risks in the current economic landscape, including cyclical trades and risk management strategies. Meanwhile, journalist Lisa Mateo highlights trends in media narratives, including LinkedIn's resurgence and the changing dynamics of office culture post-pandemic, capturing the cultural zeitgeist with a lighthearted story about a Toronto steakhouse's quirky offer.
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Capitalism Has Become Sclerotic
- Rooshir Sharma says modern capitalism is distorted by entrenched incumbents and rising inequality.
- He argues true capitalism should be pro-churn and pro-competition to prevent sclerosis.
Higher Rates Could Pop The AI Bubble
- Sharma warns an AI-driven bubble can keep inflating until higher long-term interest rates dry up liquidity.
- He sees sticky inflation risking higher long-term rates by year-end, which would halt the money flow supporting assets.
Global Trade Is Reorienting Without The U.S.
- Sharma notes global trade is rising but America's share is declining as others trade without the U.S.
- He expects trade links outside the U.S. to strengthen even amid immigration backlash in the West.
