by Louis Navellier
January 6, 2026
As we begin 2026, we see emerging signs that we may avoid any prolonged wars in Ukraine, the Middle East and Venezuela this year – and that would be a powerful tonic for the market. First, as I mentioned last week, President Trump welcomed Ukrainian President Volodymyr Zelenskyy to his Mar-a-Lago residence in Palm Beach, Florida last Sunday to discuss a plan to end their defensive war with Russia.
The big new development in Ukraine is that the U.S. offered up to a 15-year security guarantee to Ukraine at the end of this war. Trump told reporters, “I believe that we have the makings of a deal that’s good for Ukraine, good for everybody” and added, “I’m also calling Putin back after the meeting.”
President Trump praised the 20-point plan, saying there is “great economic benefit” to Ukraine. President Trump also said both Zelenskyy and Putin are willing to end the war. Obviously, if Ukraine and Russia agree to a cease fire, the stock market should stage a relief rally, since some uncertainty is being removed.
Russia has extended its ban on gasoline exports through February to conserve fuel for domestic supplies. This ban also includes diesel, marine fuel and other refined products that have been disrupted by the fighting with Ukraine. If there is an incentive for Russia to end the fighting with Ukraine, its domestic energy infrastructure is likely a big reason to end the war. In the end, both sides lose in most wars, so that fact should become increasingly obvious to both Russia and Ukraine. And if that isn’t enough, I hope that Russia has noticed that Moscow’s electricity was knocked out due to Ukraine’s continuing drone attacks.
Europe remains furious that it has been largely excluded from the peace negotiations between Ukraine and Russia, even though both Trump and Zelenskyy called European leaders after their meeting at Mar-a-Lago. Further adding to tensions there, U.S. Secretary of State Marco Rubio banned five European Union (EU) officials from travelling to the U.S. due to their censorship efforts. For example, Thierry Breton, the former EU commissioner for digital policy has been banned. Breton was one of the architects of the notorious Digital Service Act that has infuriated many technology companies. Rubio and the Trump administration are striving to stop censorship, especially as it pertains to U.S. technology companies.
There is no doubt that the Trump administration is striving to separate somewhat from the EU, since the “shared Western values” that used to make the U.S. and Europe allies have been fractured, as many European countries, including Britain, promote censorship. The fact that many large European cities are now dominated by immigrants that do not share our Western values, is also being used by the Trump administration to dismiss the EU polices that are changing many major European cities.
Turning to Venezuela, it is obviously a positive that the Trump administration has captured and ousted that nation’s socialist dictator, Nicolas Maduro, on top of an ongoing Naval blockade on Venezuela. Before capturing Maduro, President Trump announced that the U.S. military knocked out a “big facility” in Venezuela, saying, “They have a big plant or a big facility where the ships come from. Two nights ago, we knocked that out.” The ouster of Maduro may ensure low crude oil prices for years to come, especially if several major U.S. energy companies help significantly boost Venezuelan crude oil production.
The other big international development is that there are large protests in Iran over its deteriorating currency and oppression of its citizens. The word “azadi,” which is the Farsi word for freedom, is being chanted during these demonstrations. Iran’s rial has dropped 60% in value since June, when it launched missiles into Israel. Tehran is also struggling with a severe drought. These large protests may result in a leadership change, which would be a welcome development, since Iran’s president recently said that the country was at war with Europe, Israel and the U.S., which is not however the sentiment of many Iranian citizens.
President Trump pledged that the U.S. would come to the rescue of Iranian protesters if they are attacked. Specifically, on Truth Social, President Trump said, “If Iran shoots and violently kills peaceful protesters, which is their custom, the United States of America will come to their rescue.” He added, “We are locked and loaded and ready to go.” There have already been reports that several protesters were shot and killed by security forces. Furthermore, a protest leader, a law student, was arrested by security forces.
More than 1,870-people were executed in Iran according to data collected by the Washington-based Abdorrahman Boroumand Center. Since November 1st, more than 490 have been executed. The Iranian protests have hit several major cities, including the holy city of Qom, a political and religious stronghold.
Put these three trends together and the chances for peace emerging in 2026 are gaining strength.
A Quick Update on Tesla and Global EV Sales
Last Friday, Tesla announced it sold 418,227-vehicles in the fourth-quarter. According to the Financial Times, Tesla’s sales declined to 1.64-million electric vehicles (EVs) in 2025, down 8.4% from the 1.79-million EVs sold in 2024. This is the second-straight year that Tesla’s EV sales have declined.
China’s BYD is now the EV sales leader, as its sales surged 28% in 2025 to 2.26-million, and BYD’s expansion in Europe and throughout Latin America has been very successful, hindering Tesla’s sales.
Tesla’s stock had been relatively strong in anticipation of its Robo-taxi business expanding in more American cities. The human safety monitors in these Robo-taxis are expected to be removed soon, so fully autonomous driving will soon be a reality. Waymo currently has more robo-taxis running around, and their human safety monitors were removed some time ago. Although Waymo seems to be ahead of Tesla for the time being, many investors expect Elon Musk to launch more Robo-taxis in more American cities.
Add it all up, and I expect that 2026 will be a pivotal year for Tesla.
All content above represents the opinion of Louis Navellier of Navellier & Associates, Inc.
Also In This Issue
A Look Ahead by Louis Navellier
Lower Threats of Prolonged Wars Will Be Bullish for the Stock Market
Income Mail by Bryan Perry
Identifying the “Pain Trade” for Early 2026
Growth Mail by Gary Alexander
The First Quarter of the 21st Century – in Review
Global Mail by Ivan Martchev
Talking Markets with ChatGPT
Sector Spotlight by Jason Bodner
When Should a New Year Start – and Does it Matter?
View Full Archive
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