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Category: Kobeissi Letter

Probability Grows for Below-Average Returns in 2026

December 7, 2025 Brian Gilmartin Leave a comment

The SP 500 could return 5% – 7% in 2026, and while it would feel like a significant change, the…

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Posted in: Gina Martin Adams, Kobeissi Letter, PE expansion / contraction

Fundamentalis

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  • Annual Fixed Income Returns: Emerging Markets Lead, Muni’s Lag
  • Aiming for 4th Year in a Row of Double-Digit SP 500 Returns: Buyer Beware

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