Is it time to sell AI stocks and buy long-term bonds? In this episode of Smart Money Dumb Money, Keith Richards, President and Chief Portfolio Manager at ValueTrend Wealth Management, makes the contrarian case for long-term US Treasury bonds (TLT) heading into late 2026.

We break down weak market breadth beneath the S&P 500 and Nasdaq, the growing divergence between tech-heavy indexes and small caps, tax-loss selling season, Fed interest rate policy and the US debt burden, the debt ceiling and Treasury supply, bond market sentiment, and technical analysis signals (Stochastics, RSI, Bollinger Bands, Money Flow) suggesting long bonds are deeply oversold. Plus: why a weak Canadian dollar (the loonie) could give Canadian investors an extra currency gain on US bonds.

⏱️ TIMESTAMPS
0:00 - Sell AI Stocks, Buy Long Bonds? The Contrarian Trade
0:51 - Market Breadth: Why the S&P 500 Rally Is So Narrow
2:20 - Nasdaq & S&P 500 vs Russell 2000: The Market "Jaws" Divergence
4:10 - Tax-Loss Selling Season & Oversold Opportunities
5:38 - Fed Interest Rates & US Debt: Can the Fed Keep Tightening?
8:14 - Debt Ceiling & Treasury Bond Supply Shock
10:13 - Bond Market Sentiment: Why Everyone Hates Bonds (Contrarian Signal)
11:17 - TLT Technical Analysis: RSI, Stochastics, Bollinger Bands & Seasonality
15:17 - US Dollar vs Canadian Dollar: Currency Edge for Canadian Investors


#bonds  #TLT #ContrarianInvesting #TechnicalAnalysis #StockMarket #InterestRates #CanadianInvesting #SmartMoneyDumbMoney

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#StockMarket #2026 #Investing #BuyTheDip #TechnicalAnalysis #S&P500 #TSX #FedPolicy #ValueInvesting #WealthManagement #MarketCorrection #Contrarian #PortfolioStrategy #CashIsKing #SmartMoney #KeithRichards #SmartMoneyDumbMoney