Dear Reader,

Last week was difficult for investors, and I think it left many folks asking an important question:

“Where do you find opportunity in a market as volatile as this one?”

Big Tech stocks lost $1.5 trillion in a matter of hours…

Bitcoin is now down 50% from its peak in October…

And even safe havens like gold and silver saw their worst sell-off in 40 years.

When you see that many assets drop at the same time, it’s a sign that something bigger is brewing under the surface.

Like large investors raising cash quickly and selling whatever they can.

But according to our good friend Joel Litman, who has predicted big market events like 2008 and 2020… the most important story right now isn’t happening in the stock market at all.

He says it’s deeper in our financial system – in the corporate credit markets.

That’s where companies raise money to grow their businesses, often through instruments like corporate bonds, which are essentially IOUs that companies sell to investors in exchange for capital today.

Joel says right now, those markets are moving in a way we haven’t seen in years.

You see, the AI buildout is triggering one of the largest corporate financing waves in recent memory.

Bloomberg just reported that January was one of the busiest months ever for U.S. investment-grade corporate bonds, with sales topping $200 billion in just a few weeks.

And Bank of America’s head of global credit said he hasn’t seen anything like this in 25 years.

In other words, while stock investors are focused on all this volatility…

Institutional money is moving elsewhere.

And that’s why I wanted to pass along this story from Joel.

He believes this financing wave is creating a rare setup – one that regular investors aren’t aware of yet.

In fact, he’s calling it one of the most interesting setups of 2026.

Click here for the full story.

Regards,

Matt Weinschenk
Publisher & Director of Research, Stansberry Research

Published by Stansberry Research.

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