Three Contrarian Takes For 2026

Please join BCA Research Chief Strategist of the Counterpoint service, Dhaval Joshi for a Webcast on Thursday, January 29 at 10:30 EST | 15:30 GMT | 16:30 CET in which he will discuss three contrarian takes for 2026:

1. Tech stocks are more likely to follow the benign unwind of 2021 than the malign unwind of 2000.
2. The risk of US economic overheating is greatly underestimated.
3. Gold and bitcoin are perfect soulmates for each other.

Dhaval will also go through the major asset allocation signals that his proprietary complexity indicators are giving right now.