In this October 2026 Beachside Chat, Alicia Beldos and Robert Maltbie review Singular Research’s Major Market Indicators, with the MMI holding at a neutral-to-defensive 58. Maltbie discusses improving equity-fund liquidity, pressure from higher Treasury yields, weak market breadth, and strong earnings momentum, while highlighting earnings-backed opportunities in AI infrastructure, semiconductors, memory, storage, and data centers.
