Middle Coast Investing’s Q3 2026 Investor Letter

Middle Coast Investing, an investment advisory firm, released its third-quarter 2026 investor letter. Market breadth in Q3 2026 reviews shows dominance by a few sectors, with S&P 500 stocks averaging a 9.7% return and only 40.55% above their 200-day moving average. Key themes include AI, inflation, and the U.S.-Iran conflict, which, though temporary, affects energy security. Inflation is pressuring consumers, while market resilience is linked to AI spending amid higher rates.  During the...