I heard that there were two more oil tankers that were captured by the Trump Administration today. More Venezuelan oil, and I’m really not sure what is going on. It doesn’t seem to be helping my Chevron stock like I thought it would. Yesterday it went up a lot, but it lost most of it today. It’s exciting to watch your stock go up 14 dollars, but disappointing when it goes down 14 dollars the next day. I hope this settles out soon.
Overall though, my portfolio did go up a good bit, but that seems to be in the AI world mostly. I guess because CES is going on out in Vegas. Seems like Robots and Autonomous Cars and the big thing now. Nvidia is even getting on that bandwagon. Seems like Defense might be the better of the moves these days though with the President continuing to fight with Venezuela and he’s back to Greenland now too. I think he might be a bit drunk with power now. It seems he is just dying to get us into another world war.
I haven’t really even looked at defense stocks except to try to identify a few. But I am thinking that there might be more value in some of these energy transfer companies. I already own EPD but there are a few others. I think the mineral stocks might be a place to see improvement at well. There is just so much happening, and it’s hard to keep up with it all.
So far, my 2026 prediction is that it will still be a good year for the AI or at least IT stocks. I think AI will dominate the market. Quantum is still too far off, and Nuclear Energy is just too touchy of a subject. I do think that the overall outlook is good, though it is a midterm election year and that may cause some problems. Midterms seem to be disruptive in the market, but I’m not sure in what categories we’ll see the most disturbance. But since affordability is the big buzzword these days, I can see some tariff reductions sometime soon. The problem is that now that the prices have gone up, they are not going to come back down just because it’s cheaper to get them.
