InvestTalk
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
The "Midterm" Year Pattern
44 minutes Posted Feb 10, 2026 at 1:02 am.
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Show notes

2026 is a Midterm Election year. We will look at the historical "Year 2" presidential cycle and examine why volatility often spikes in Q2 before a massive rally in Q4.

Today's Stocks & Topics: UnitedHealth Group Incorporated (UNH), Market Wrap, Bitcoin, Roth I-R-A Contributions, Revolve Group, Inc. (RVLV), InterDigital, Inc. (IDCC), The "Grid" Bottleneck: AI vs. Utilities, Vanguard Energy Fund (VGENX), Vanguard Energy Index Fund ETF Shares (VDE), State Street Energy Select Sector SPDR ETF (XLE), Semiconductor Space, "Pick and Shovel" Strategy, abrdn Bloomberg All Commodity Strategy K-1 Free ETF (BCI), Amcor plc (AMCR).



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