As earnings season gets underway, Wall Street appears alive and well. Industry giants JPMorgan Chase, Morgan Stanley, Goldman Sachs, Citigroup, and Bank of America reported a record $134 billion in trading revenue in 2025. 2026 could follow suit.

When discussing the upcoming year in the company’s earnings call, Goldman Sachs CEO noted “the likely scenario is it is a very, very good year for M&A and capital markets activity.”

At New Constructs, we give our clients the tools needed to profit on this “very, very good” outlook.

Gone are the days where investors have to buy whatever Wall Street recommends (which is practically the entire market). Instead, we narrow the market down to the few, elite stocks that carry the rest.

As earnings season continues, the market is bracing for millions of pages of documents, 10-Ks, footnotes, and disclosures that most investors can’t possibly read. This fresh data will reshape hundreds of stock ratings. That’s why on January 21st at 1pm Eastern I want to share something we’ve been working on that’s absolutely groundbreaking. This is your chance to stress-test your portfolio for 2026 before the market does it for you. Reserve your spot here.

Can’t make it live? Register anyway and we’ll send you the replay.

Until then, we’re here to help you identify the best stocks and avoid the worst stocks.

See below for all our research published this week.

New Long Idea:

This week’s Long Idea is taking market share, expanding its operations across the country, and returning capital through share repurchases. Better yet, the stock looks significantly undervalued at its current price.

4Q25 Earnings Preview:

We call earnings season “propaganda” season because Wall Street insiders make up their own numbers to help them sell more stock. Rather than rely on flawed GAAP or Street Earnings, we use FinSights, our AI agent built by Google Cloud, to find companies most likely to miss consensus earnings.

Featured Stocks:

We featured one stock each from our Most Attractive Stocks and Most Dangerous Stocks Model Portfolios. See how real diligence identifies opportunities in any market.

Model Portfolio Updates:

We updated our Exec Comp Aligned with ROIC Model Portfolio.

2025 Focus List Stocks Model Portfolio Performance:

We published updates on the performance of our Focus List Stocks: Long, Short, and Long/Short Model Portfolios in 2025.

Danger Zone Podcast:

For this week’s Danger Zone podcast, CEO David Trainer shared why money managers give themselves a competitive disadvantage when they overlook real AI for investing.

Links to all our newly published research are below along with a preview for next week’s research.

We hope you had a great week!

Long Idea: A “Corner-Lot” With a View

Members can read the latest Long Idea here.

4Q25 Earnings Preview

Where Street Estimates Are Too High & Who Should Miss

Exec Comp Aligned with ROIC Model Portfolio Update for January 2026

Featured Stock from Our Most Attractive Stocks Model Portfolio

Featured Stock from Our Most Dangerous Stocks Model Portfolio

2025 Focus List Model Portfolio Performance

Focus List Stocks: Long

Focus List Stocks: Short

Focus List Stocks: Long/Short

Danger Zone Podcast: 1/12/26: Portfolio Managers Overlooking AI

Upcoming Research