Dear Reader, Volatility picked up this week. We've seen sharp sell-offs in Big Tech... weakness in crypto... and even pressure on traditional "safe havens" like gold and silver. But as I often remind my readers, don't get caught up in the headlines. Instead, focus on what the market is telling you underneath the surface. And right now, one of the most important signals is coming from the corporate credit markets. Most investors rarely pay attention to credit. But credit is how America's strongest companies raise capital to expand and grow – including the enormous spending now underway to build out AI infrastructure. The truth is, these companies aren't funding the AI boom entirely out of their own cash flow. They're borrowing enormous sums of money to do it. And the scale is extraordinary. Bloomberg reports that January was one of the busiest months ever for U.S. investment-grade corporate bonds, with more than $200 billion raised in just a few weeks. Bank of America's head of global credit said he hasn't seen anything like this in 25 years. In other words, while most investors are focused on the daily swings in tech stocks... institutional money is already positioning itself in the credit markets, where major shifts often show up first. The key takeaway here is simple: before the stock market reprices, credit markets tend to move first. And one research team that has spent years studying this area is led by my good friend Joel Litman. Joel believes this financing wave is creating one of the most interesting under-the-radar setups of 2026, and he's stepping forward with a clear explanation of how investors can take advantage of it. I wanted to share this analysis with you, because it does an excellent job of explaining what's really happening beneath the surface of the market this week – and how you can use this to your advantage for the rest of 2026. Please go here for all the details. Regards, Marc Chaikin
Founder, Chaikin Analytics | 
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