Name: Earnings Growth Should Lift Stocks in 2026
Uploaded: 2025-10-29T15:39:00Z
Duration: 1 min 54 s
Description: “Fundamental math says earnings are good,” says Dryden Pence, the chief investment officer of Pence Wealth Management. “If earnings are going to go up 10%, the market's probably going to go up 10%.”

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“Fundamental math says earnings are good,” says Dryden Pence, the chief investment officer of Pence Wealth Management. “If earnings are going to go up 10%, the market's probably going to go up 10%.”

https://m.wsj.net/video/20251016/0bfb1847-0475-45a0-9a0c-7442b0126eda/1/hls/manifest-hd-wifi.m3u8

Earnings Growth Should Lift Stocks in 2026

I think where we are at this given point in time, if we're looking at, you know, from now to the end of the year, you're looking at all of next year, for the next 12 months, we're pretty constructive going forward. And this is driven by some great big, recognizable things. We're still going through, we still haven't burned up all the COVID stimulus, and when we put $5.4 trillion into the economy in one year, that's more money than we put into all the World War II. So you had this underpinning of the COVID stimulus. Then you had, you know, the overreaction of the tariff tantrum and things like that. None of that has materialized. I think that people have begun to understand that it wasn't going to be this horrible thing everybody thought it was, and actually, there's some positives coming out of it. And in the end, earnings are good and just the fundamental math says earnings are good. If earnings are gonna go up 10%, well, the market's probably gonna go up 10%, you know? And while we've been captivated by the Mag 7, we've been over-emphasized by the Mag 7, we've been, you know, really pushed into that. I think what you're going to begin to see, as this matures, a widening out of the base, the resurgence of the 493. You're gonna begin to see, and this is true, right? And people forgot. We dropped interest rates one point between last year and this year, and for small caps and mid caps or companies that finance their inventory and things like that, that lower interest rate goes right to their bottom line, and so margins have gone up, right? So everything's really pushing good for the rest of the year, we think. We'll have some volatility and then recover, but then if you look at next year, it's pretty much same game.