Quoth the Raven
· QTR’s Fringe Finance
· June 07, 2026 at 12:06
· ⏱ 1 min read
| Read on Substack ↗
Summary
The author's equal-weighted basket of 26 stocks is up ~14.5% YTD through early June 2026, beating the S&P 500's 7.9% gain, with leadership from energy, nuclear, biotech, semiconductors, and deep-value names. The article previews which of those original picks the author would add to if the market continues selling off, plus one new name not on the list. However, the excerpt provides no specific tickers or explicit trade recommendations.
•An equal-weighted basket of the 26 'Stocks to Watch For 2026' is up roughly 14.5% on average, compared to the S&P 500's 7.9% gain over the same period.
•Leadership themes include energy, nuclear, biotech, semiconductors, and deep-value turnaround stories.
•The author plans to identify names from the original list he would potentially add if the market keeps selling off, plus one name not previously mentioned.