The attempt to predict the market’s behavior in 2026 feels, at best, like cataloging the shifting sands. One anticipates an ascent, a continuation of recent momentum, yet the very notion of momentum implies an eventual cessation, a return to the static equilibrium of inevitable disappointment. It is a cycle, of course, endlessly repeating, and to believe this iteration will differ is merely a refinement of delusion. Nevertheless, certain instruments appear, for the moment, less burdened by the inherent meaninglessness of it all, and thus, may offer a temporary reprieve from the pervasive sense of futility.
The identification of outperformers is not a matter of discerning superior value, but rather, locating those entities whose catalysts – these fleeting, unpredictable occurrences – align, however briefly, with the larger, unknowable currents. Three such instruments have presented themselves, though to suggest they will “crush” the market is to ascribe agency where none exists. They will simply… exist, for a time, at a slightly elevated plane.
1. Alphabet
The entity formerly known as Google, now designated Alphabet, has demonstrated a capacity for generating returns, even amidst the general decline. This, however, is not a testament to its inherent strength, but rather, a consequence of its scale, its ability to absorb losses and continue functioning as if nothing were amiss. The recent increase in the value of its cloud backlog – a figure of $240 billion, a sum so vast it loses all meaning – is not an indication of future prosperity, but merely a deferral of the inevitable reckoning. The conversion of this backlog into revenue is a bureaucratic process, a shuffling of numbers on a ledger, and the anticipation of significant earnings growth feels less like optimism and more like a postponement of the inevitable disillusionment.
The proliferation of Google Cloud’s enterprise AI products, built upon the foundation of Gemini 3.0, is not innovation, but a refinement of existing algorithms, a more efficient method of extracting value from user data. Agentic AI, exemplified by Google Antigravity, is simply a more elaborate form of automation, a means of reducing human involvement in the increasingly meaningless tasks that constitute modern labor. The embedding of this technology into the Chrome browser is not progress, but an extension of surveillance, a tightening of the net.
2. BeOne Medicines
Biotech firms, by their very nature, are predicated on uncertainty, on the gamble that a particular intervention will yield a positive outcome. BeOne Medicines, formerly BeiGene, presents a particularly compelling case study in this regard. The success of Brukinsa, its blockbuster drug for blood cancer, is not a triumph of medical science, but a temporary reprieve from the relentless advance of the disease. The anticipated results from the Phase 3 study evaluating Brukinsa in combination with rituximab are not a cause for celebration, but merely a further delay of the inevitable.
The potential approval of sonrotoclax for relapsed or refractory mantle cell lymphoma is not a breakthrough, but a continuation of the endless cycle of treatment and remission. The filing for accelerated approval of BGB-16673 for chronic lymphocytic leukemia is not a victory over disease, but a temporary postponement of the inevitable. These catalysts, while potentially significant in the short term, are ultimately inconsequential in the grand scheme of things.
3. Rhythm Pharmaceuticals
Rhythm Pharmaceuticals, a mid-cap firm specializing in the treatment of rare genetic obesity disorders, presents a particularly poignant example of the absurdity of the pharmaceutical industry. The approval of Imcivree for three such disorders is not a triumph of medical science, but a recognition of the inherent suffering of a small, marginalized population. The anticipated FDA decision on the approval of Imcivree for acquired hypothalamic obesity is not a cause for optimism, but a bureaucratic formality, a rubber stamp on a predetermined outcome.
The fact that this indication could affect more patients than the three already approved is not a testament to the drug’s efficacy, but a reflection of the growing prevalence of obesity in a society obsessed with consumption. The anticipated top-line data from the Phase 3 study evaluating Imcivree in four other genetic diseases is not a breakthrough, but a continuation of the endless cycle of research and development. The exploratory Phase 2 study evaluating the drug for Prader-Willi syndrome is not a promise of hope, but a futile attempt to alleviate suffering in a world indifferent to pain.
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2026-02-16 20:56