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    Join our Exclusive Patreon!!! www.patreon.com/Wallstreetlookslikeusnow The stock market is changing — and if you’re only watching AI stocks, you may be missing the bigger story. In this episode, I’m breaking down what’s happening beneath the market right now and why rising bond yields, Japan’s changing interest-rate environment, and the 2026 midterm election cycle could matter for your portfolio. We’ll look at nearly 100 years of market history to understand how stocks have traditionally performed during different parts of the presidential election cycle — including what makes midterm years different. Then we’ll follow the money. I’ll break down: • Why Japan and the yen matter to U.S. investors • How the yen carry trade actually works • Why Treasury yields around 5% can change stock valuations • Why higher yields can put pressure on expensive growth stocks • Why the AI trade isn’t dead — but may be changing • What Moderna’s massive move actually tells us • Why investors should be looking beyond the obvious AI names Then we’ll study three companies currently on my radar: DGX — Quest Diagnostics A healthcare diagnostics leader benefiting from growing testing demand and advanced diagnostics. VEEV — Veeva Systems A life-sciences software company helping pharmaceutical and biotech companies manage data, clinical trials, regulatory processes and increasingly AI-powered workflows. MATX — Matson A transportation and logistics company with important Pacific shipping routes and improving operating results. We’ll break down what each company does, how it makes money, where the growth is coming from, its competitive advantages, the numbers supporting the thesis, and the risks investors need to understand. The goal isn’t to tell you what stock to buy. The goal is to help you understand what happened, why it matters, where the money may be moving, and who could benefit. Because when the price of money changes, Wall Street changes what it rewards. And the investors who understand the shift early don’t have to chase the money later. WALL STREET LOOKS LIKE US NOW. 00:00 Why 5% Matters to the Stock Market 01:03 What We’re Breaking Down Today 01:54 The 2026 Midterm Market Cycle 02:29 How Presidential Years Historically Perform 03:19 Why Midterm Years Are Different 03:52 Long-Term Ownership Still Wins 04:24 Japan Changes the Market Setup 04:48 The Yen Carry Trade Explained Simply 05:26 Why Cheap Japanese Money Is Disappearing 06:24 America’s 5% Treasury Problem 06:40 Bonds vs. Expensive Growth Stocks 07:25 Why Higher Yields Pressure the Market 08:36 Navigating the Market With a System 09:49 Is the AI Trade Dead? 10:20 The New Competition for Investor Money 10:52 Where Wall Street Money Is Moving 11:19 Why Biotech Suddenly Exploded 12:00 What Really Drives Sector Rotation 12:52 Stock #1: Quest Diagnostics 13:37 Quest’s Earnings Growth 14:15 The Healthcare Testing Opportunity 14:43 Stock #2: Veeva Systems 15:38 Veeva’s Recurring Revenue Advantage 16:08 AI Inside Healthcare Workflows 16:55 Stock #3: Matson 17:22 Why Shipping Still Matters 17:38 Matson’s Strong Earnings 18:17 The Risks Behind the Opportunity 18:49 Putting All Three Stocks Together 19:28 How to Invest Through a Midterm Year
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