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2026 Is Coming Into Focus

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2026 Is Coming Into Focus

Dear Louis,

As the year starts coming to a close, we're getting a clearer view of the trends that could matter most heading into 2026. This week, Brad and the team dig into a potential turning point for REITs, the rising value of infrastructure beneath the AI boom, and the currents pushing growth to different corners of the country.

It's a week that highlights where momentum is quietly building – and where investors should be paying attention... And as you prepare your money for holiday spending, be sure to check out Friday's article, where it's important to note that the holidays should not put you in debt.


How My Grandparents Became Millionaires

A weekend spent revisiting family history leads Brad to a striking realization: the same kind of once-in-a-generation land opportunity that helped his grandparents build real wealth may be emerging again today. And this time, the scale is far larger – opening the door to a major opportunity for investors who recognize it early.

Does $80,000 a Year Make You Poor?

A Wall Street strategist says $80,000 a year makes a family "deeply poor," but Brad sees something different when he digs into the numbers. Between inflated budgets and forgotten lessons from Benjamin Graham, Brad reframes what financial security actually looks like – and how much control we still have over it.

Where REITs Go in 2026

REITs are Brad's specialty... and the sector could be nearing another big turn. On Wednesday, Brad breaks down what could be ahead in 2026. He looks back at the cycles that shaped the sector – and lays out why the setup heading into 2026 looks stronger than anything he has seen in years.

The Wide Moat Show: Land Rush 2026

Artificial intelligence has driven the market higher this year. And all eyes remain on popular stocks like Nvidia (NVDA). But this week, Nick and Brad look at an underappreciated aspect of the AI boom. That would be the infrastructure.

This Year's REIT Winners and Losers

Even with the market showing real strength lately, property sectors have moved at different speeds. A few have clearly benefited, while others are taking longer to find their footing. And on Thursday, Brad offers a clear look at this year's emerging commercial real estate winners and underperformers, breaking down how the REIT landscape is shaping up.

What Your Kids (or Grandkids) Really Want for Christmas

Before you go spend a bunch of money on Christmas gifts or take out big loans to buy gifts that you can't afford, think about something. Kids may not remember a gift you give, but they will remember the memories you made... that don't put you in debt.

The New American Migration

Something big is happening in America – people and businesses are quietly packing up and heading South. On Saturday, Brad looks at why the shift is accelerating and what it reveals about where real economic growth is taking root. And for investors, this new American migration could prove to be a yearslong investable trend.

Regards,

The Wide Moat Research Team

 

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