economy
January 12, 2026
Josh Brown: Materials started the year on fire. These ones made our Best Stocks list
Josh Brown and Sean Russo take a look at the materials names on their Best Stocks list.
TL;DR
- The market is entering the Late Cycle phase of a bull market.
- The Materials sector is expected to outperform, following previous strength in Industrials and Financials.
- Key drivers for Materials sector strength include global GDP growth, Western European rearmament, AI capex boom maturation, and falling mortgage rates.
- Commodity prices are performing at their best relative rate to the bond market since 2008.
- Specific materials companies like Vulcan Materials (VMC), Martin Marietta Materials, Inc. (MLM), and CRH Plc (CRH) are highlighted as beneficiaries.
- Falling interest rates are expected to boost demand for construction materials.
- President Trump's policies are anticipated to favor a 'run it hot' approach, potentially influencing the Federal Reserve.
Continue reading the original article