2026 Surprise of the Year? Stock Talk Update, Friday February 13, 2026
About this episode
Chris Perras discusses potential surprises in the market for 2026, focusing on earnings trends and economic policies.
Is the biggest surprise of 2026 already happening, and almost no one sees it yet? I break down what investors should be watching in the S&P 500, earnings growth trends, AI-driven capital spending, and potential Federal Reserve policy shifts. You’ll learn how mid-term election cycles typically impact market volatility, what current earnings data may be signaling about valuation compression, and why this year could unfold very differently than many strategists expect. If you’re age 50 or older and focused on retirement income, portfolio growth, and tax-efficient planning, this video will help you better understand risk, opportunity, and how volatility may create strategic advantages for long-term investors. About Chris Perras, CFA®, CLU®, ChFC®, Chief Investment Officer: As CIO, Chris is the lead investment strategist and director of research at Oak Harvest Financial Group. Chris develops the firm's core market outlook, putting his decades of experience and expertise to work for our clients. He hosts Oak Harvest's podcast, "Stock Talk," available on the website with new episodes each week. He completed his undergraduate studies at Georgia Tech, and went on to obtain an MBA from…
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