Bryan Bottarelli, Co-Founder, Monument Traders Alliance Dear Reader, The key takeaway from my livestream with CJ last week remains in play right now... Play it safe and get defensive and in the month of February - which has historically been the second weakest market month of the year. When I say "get defensive," I mean preserve capital, raise cash, and be ready to take advantage of the dip-buying setups come March and beyond. Case in point... Every single member of the Magnificent 7 is down on the year. Are these former darlings now turning into the "Lag 7"? At the same time, as investors rotate out of tech names, consumer staples have become a primary beneficiary. The consumer staples sector is up +25.5% in 2026, making it the third-best sector in the S&P 500 behind materials and energy. Dollar weakness is boosting shares of companies with multinational presences, such as like Coca-Cola (KO), Procter & Gamble (PG), and Philip Morris (PM). Earnings later this week from Walmart (WMT) could add to this trend as well. But for today, I want to focus on two names that could benefit right now. CROX Blastoff = Good for DECK & BIRK? Last week, shares of Crocs (CROX) surged following the casual footwear company's fourth-quarter earnings report. For the quarter, Crocs brand sales edged up 1% to $768 million, while Crocs brand's direct-to-consumer (DTC) revenue grew 5% to $475 million. International growth led the way, with sales climbing 14% to $332 million. Shares spiked from $83 to above $100 on this news. | 
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