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[Morning Watchlist]
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Friday, August 14, 2026 • Your Daily Market Briefing
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WATCHLIST FROM BEHIND THE MARKETS.
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Dear Reader,
I hope you have enjoyed the relative stability of the stock market
during first half of 2026 _to the fullest._
Because two massive economic forces are colliding in real-time, and
the result is set to upend everything we thought we knew about
investing.
THE FIRST FORCE: We're living through the fastest rate of
technological change in human history. AI isn't just disrupting a
few tech companies — it's threatening to make the world we know
unrecognizable in just a few years.
THE SECOND FORCE: Trade relationships and peace deals that have held
our global economy together for decades are hanging by a thread. If
that thread breaks, we're looking at an era of chaos that will make
2008 look like a minor correction.
I call what's coming _The Age of Chaos._
And almost no one I talk to is prepared for it. Not yet anyway.
_The Age of Chaos_ isn’t just another market cycle where you will
eventually see the light at the end of the tunnel.
_The Age of Chaos_ is a fundamental reshaping of the economic order.
And when the dust settles, we'll be managing our money in a
completely different investment landscape.
THE WEALTH TRANSFERS WILL BE HISTORIC.
People who are wealthy today could be penniless when this decade ends.
While those who position themselves correctly right now could build
massive wealth.
The great restructuring of the stock market is already happening:
Reliable, household-name companies that fund managers have loved for
years are getting crushed in 2026:
* Intuit: -57%
* Boston Scientific: -49%
* Tractor Supply: -40%
Meanwhile, a surge of dynamic companies positioned for this new world
are exploding higher:
* Sandisk: +573%
* Rackspace: +444%
* Atomera: +262%
This isn't random market volatility. This is the beginning of an
irreversible economic division that's just getting underway.
AND HERE'S THE UNCOMFORTABLE TRUTH: MANY OF THE COMPANIES THAT
COULD FAIL IN THE AGE OF CHAOS
[[link removed]] MAY
ALREADY BE SITTING IN YOUR PORTFOLIO RIGHT NOW.
Names that have seemed untouchable throughout history. Names that
every "expert" tells you to buy and hold forever. Names that could
rob you of your hard-earned savings if you don't act soon.
But I didn't reach out to you today to spread doom and gloom. I
wrote because there's a WAY TO PROTECT YOURSELF AND POTENTIALLY
PROFIT FROM WHAT'S COMING
[[link removed]].
It starts with understanding _which _companies are on the brink
right now... and _which_ are positioned to thrive in _The Age of
Chaos_.
I'll show you THE NAMES AND TICKERS OF SPECIFIC COMPANIES I BELIEVE
YOU SHOULD SELL BEFORE THEY CRATER
[[link removed]],
including some that might shock you.
These aren't fly-by-night operations. These are companies that have
been market darlings for years – and are still overweight in many
investors’ accounts.
More importantly, I'LL SHARE THE NAMES AND TICKERS OF THE COMPANIES
YOU CAN UPGRADE TO THAT COULD MULTIPLY YOUR MONEY IN THE COMING MONTHS
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Companies that aren't just surviving this transformation but driving
it.
For instance, while everyone's focused on whether Tesla will get a
much-needed lifeline from Space X, I've identified a little-known
company that was just tapped as Nvidia's self-driving partner, already
putting them miles ahead of Tesla in the autonomous driving race. (GET
THE TICKER FREE HERE.
[[link removed]])
I've also got details on what could be the biggest megadeal in the AI
space this year – a potential rupturing of the company referred to
as "the unseen winner of the AI race." This company could soon split
up into three of the hottest new AI stocks of 2026. If it does, all
you have to do to automatically get shares in all of them is BUY THIS
STOCK NOW.
[[link removed]] It's
a once-in-a-blue-moon opportunity you do not want to let pass you by.
I'M GIVING AWAY ALL OF THIS ANALYSIS COMPLETELY FREE IN THIS
BROADCAST.
[[link removed]] No
membership required. No credit card. Just the unvarnished truth about
what I see coming and how to position yourself for it.
_The Age of Chaos_ isn't something
that _might_ happen. It's already underway.
Knowing the names and tickers of these stocks could mean the
difference between winning and losing in the months ahead.
STREAM MY FREE PRESENTATION TODAY RIGHT HERE– and get all
my carefully selected buys and sells now.
[[link removed]]
Sincerely,
Marc Chaikin
Founder, Chaikin Analytics
Today’s Key Points
WHO GETS PAID NO MATTER WHICH CURRENCY WINS?
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Yesterday's inflation report was about as boring as a number can be.
Consumer prices rose 0.1% in July. The annual rate ticked _down_ to
3.4% from 3.5%. Core inflation came in at 2.5% — right on the nose.
Treasury yields eased. Everybody exhaled.
Now look at the long end of the bond market, where nobody exhaled at
all. The 30-year Treasury yield is sitting near its highest level in
almost two decades. Long-run inflation swaps still imply about 2.4%
average inflation for the five years beginning in 2031 — above the
Fed's target, on a horizon no CPI print can reach.
Read those two paragraphs together and you have today's issue. THE
BOND MARKET IS NOT WORRIED ABOUT NEXT MONTH'S INFLATION. IT'S WORRIED
ABOUT WHO BUYS THE DEBT.
Read the Full Article →
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Also on Behind the Markets
▸
FIVE STRONG BUY STOCKS TO WATCH FOR THURSDAY, AUGUST 13
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— Wednesday, August 12, brought a broad wave of Buy-equivalent
upgrades across hospitality, industrials, medtech, pharma, and
cybersecurity.
▸
COREWEAVE'S REVENUE DOUBLED AND THE STOCK JUMPED 21%. ITS DEBT
GREW BY $12 BILLION IN THREE MONTHS.
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— July inflation came in exactly where economists said it would
Wednesday morning, and the market did what it has been waiting six
weeks to do.
▸
A 70-GIGAWATT BACKLOG AND A FOUR-YEAR WAIT
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— Thirty minutes before this issue reached your inbox, the
government released July's inflation report — the number we told you
on Monday would referee the fight between a Fed talking about rate
hikes and a labor market that just lost 23,000 jobs.
▸
FIVE STRONG BUY STOCKS TO WATCH FOR WEDNESDAY, AUGUST 12
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— Tuesday, August 11, brought a fresh wave of Buy-equivalent
upgrades. Truist Securities lifted Best Buy ahead of Q2, Argus
upgraded Boeing on production growth and free-cash-flow improvement,
UBS moved Jabil to Buy on a multi-year AI-driven cycle, Phillip
Securities upgraded Spotify, and B.
“The individual investor should act consistently as an investor and
not as a speculator.”
— Ben Graham
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