Defensive Calm, Hidden Breakouts — What the Market May Be Setting Up Next

Описание: The tape looks quiet—but underneath it, something is moving.

On this episode of Wall Street Beats Roundtable, Nadine Terman is joined by David Maris and Kevin “Bakes” Baker to break down why extrapolating short-term weakness into a 2026 crash narrative may be a mistake—and where disciplined investors should actually be paying attention.

David Maris walks through defensive healthcare, consumer health, and generics, highlighting why “boring” names like Haleon may quietly do their job while long-ignored pharma turnarounds begin to reset. From Life Time’s premium fitness momentum to generics like Teva and Viatris, the focus is on execution, leadership change, and patience—before sentiment catches up.

Kevin “Bakes” Baker then shifts to the charts, where the message is clearer: Viatris has broken a decade-long downtrend, base metals are breaking out on real volume, and rare earths and lithium continue to benefit from geopolitical and supply-driven tailwinds. At the same time, he flags technical risk in India ETFs, urging restraint while others rush in.

The market isn’t panicking. It’s repositioning.
And the early signals aren’t where most investors are looking.

Watch closely—before the narrative changes.

Subscribe to get more stock analysis and insights from the Beats Roundtable pros. Want more? Become a member. Join now at wallstreetbeats.com for exclusive access to our pros.

Disclaimer
This content has been produced by Street Beats Media, LLC (“Street Beats”) and is presented for informational purposes only. Street Beats is not a broker dealer and does not provide investment advice to individuals. None of the information contained herein constitutes an offer to sell, or solicitation of an offer to buy any security or investment vehicle, nor does it constitute an investment recommendation or legal, tax, accounting, or investment advice by Street Beats or any of its employees, officers, or agents. This information is presented without regard for individual investment preferences or risk parameters and is general, non-tailored, non-specific information. Our content is based on information from the sources believed to be reliable. Street Beats is not responsible for errors, inaccuracies, or omissions of information. The opinions and conclusions contained in this content are those of the individual expressing those opinions or conclusions and are intended solely for the use by Street Beats subscribers and the authorized recipients on the content.

All investments involve a certain degree of risk and financial instrument prices can fluctuate based on several factors, including those not considered in the preparation of this content. Consult a financial professional before investing.