Larry Williams’ 2026 Market Forecast: Cycles, Risks, and Opportunities

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Legendary market analyst Larry Williams returns with his highly anticipated 2026 market outlook, cutting through fear-driven headlines to focus on what historical probabilities, key fundamentals, and market cycles actually suggest for the year ahead. In this special presentation, Larry explains why widely promoted recession narratives have repeatedly missed the mark, and how valuation levels, yield curve behavior, employment trends, money supply cycles, shifting leadership, and decennial patterns point to a more constructive path for stocks in 2026. He walks through key forecasts for leading stocks like Nvidia, highlights where risk may develop later in the cycle, and shows how disciplined investors can think beyond short-term noise. 00:00 – Introduction & 2026 Outlook Overview 01:08 – Media Doom, Recession Calls, and Why They Failed 02:28 – P/E Ratios and What Valuations Really Signal 04:01 – Yield Curve Analysis and Recession Risk 05:15 – Inflation Cycles and What Comes Next 06:39 – Employment Cycles and Market Strength 08:51 – Edward Smith, Buffett, and the Power of Cycles 11:34 – Decennial Pattern and Years Ending in Six 13:12 – Market Leadership Beyond AI Headlines 14:05 – Money Supply (M2) and Bull Market Cycles 15:31 – Sentiment Indicators and Long-Term Buy Signals 17:31 – Can We Know the Future?: Business Cycles and Late-2026 Risks 19:05 – Forecast Accuracy and Past Cycle Performance 21:22 – Tax Receipts, Tariffs, and Market Strength 23:22 – 2026 Summary: Stocks, Rates, and Inflation 23:46 – Bank of America Cycle Example