As 2026 begins, this market briefing examines whether the powerful 2023–2025 stock market rally is approaching bubble territory. David Hollander reviews how recent gains compare to the strongest three-year runs of the past century, what forward returns have historically looked like after similar periods, and why caution matters moving forward.

The episode also breaks down the four key pillars supporting today’s market and explains the warning signs investors should be watching as the year unfolds.

In this week’s Protect Your Assets market briefing, David Hollander breaks down the key forces shaping today’s market outlook, including ongoing AI enthusiasm, recent inflation data, Federal Reserve policy signals, and movements in the 10-year Treasury yield.

The discussion explores whether concerns around AI investment and cash flow point to a slowing trend or a healthy reset, why a pause in Fed rate cuts hasn’t unsettled markets, and how interest rates and economic growth continue to influence stock market conditions as year-end approaches.

Markets kicked off the season with a strong holiday market rally, as Thanksgiving week brought renewed momentum across stocks and encouraging signs from consumers. In this market briefing, David Hollander breaks down what’s driving the upbeat sentiment, why holiday spending data is shaping expectations, and how AI continues to influence market leadership and portfolio concentration risks.

David also discusses opportunities in the bond market, the broader outlook for 2026 earnings, and the historical trend that suggests market highs don’t necessarily mean limited upside.

Stay informed on the latest stock market rotation trends as David Hollander breaks down how the market reacted after the U.S. government shutdown. He reviews weekly performance across the Dow, S&P 500, Nasdaq, international markets, and the 10-year Treasury—plus what rising ACA healthcare costs and renewed government activity may mean for consumers heading into 2025.

David also discusses the recent cooling in technology and AI stocks, the impact of rising corporate debt, and why some investors may be taking profits before year-end.

Markets rallied this week, with the Dow, S&P 500, and Nasdaq all posting strong gains as the bull market continues to build momentum. In this week’s Protect Your Assets Market Briefing, David Hollander, The Sandman, breaks down what’s driving the surge—from strong earnings and easing volatility to expectations of another Fed rate cut. He also shares why this rally may still have room to run, what sectors could offer opportunity, and how investors can use upcoming market swings to rebalance portfolios before year-end.