Chris "CJ" Johnson, Lead Host & Senior Analyst, Monument Traders Alliance Publisher's Note: Wall Street overreactions often provide the biggest potential return for traders. And on Wednesday, March 18, Head Trade Tactician Bryan Bottarelli will be showing traders why March 19 could kick off the biggest overreactions we've seen in years. He'll also reveal his newest system for trading them, a "stock flipping" formula that could have produced overnight gains of as much as 224% on Nvidia, 275% on Broadcom, and an incredible 667% on Tesla! The event is completely free, and by signing up you'll also receive Bryan's top 30 stocks to flip just for attending. Click here to get on the guest list for "Stock Flip Fortunes." - Stephen Prior, Publisher
Dear Reader, My favorite thing to do on my media trips to New York was simple. Not a fancy restaurant or show, but instead a routine that may feel out of date. I'd fly in on Sunday morning, go straight to the hotel, grab a copy of the New York Times and a Snapple. Then I'd head to the middle of Central Park for an afternoon of reading and napping on one of the sprawling lawns under a tree. It's one of those visions that most people think is dead, which is why the New York Times was left for dead years ago. But this media company is roaring as it sets up for what could be a 20-40% rally over the next six months. It's a hell of a contrarian setup that is getting ready to be fueled by a familiar seasonality cycle. Here's why... Mid-Term Election Seasonality Most investors focus on the presidential "election cycle" patterns in the S&P 500. You know, a simple "the S&P 500 rallies X% in a presidential or mid-term election year." It's an oversimplification of the seasonality that really doesn't help the average investors. The cycle itself shouldn't be ignored though. Some of the best opportunities appear when investors take a logical Walk Down Main Street and identify businesses that directly benefit from the surge in political spending. Traditional media companies sit directly in that path. And one of the most overlooked names right now is The New York Times (NYT). A Political Spending Boom Is Coming The primaries are firing up, which means we're going to start seeing advertisements all over the place again. Those ads represent revenue for the media companies, but it's just the appetizer. The real meal is coming as the primaries turn to the election. The 2026 elections are on track to become the most expensive midterm cycle in U.S. history. According to AdImpact's Political Projections 2025–2026 report, political advertising spending is expected to reach $10.8 billion, more than 20% higher than the 2022 cycle. Campaigns are also spending earlier in the cycle, and they are spreading those dollars across more platforms like broadcast, digital, and connected TV. That rising tide will lift the entire media ecosystem. And while investors often assume the New York Times is no longer part of the advertising business, the numbers say otherwise. The company generates roughly $500 million per year in advertising revenue across its digital and print platforms. Political ads account for $20 million to $50 million of that total in a presidential cycle. And that number is going up, fast. But advertising isn't even the biggest election benefit for the Times. Elections Bring Subscribers The real revenue surge during election cycles comes from reader behavior. Political uncertainty drives traffic, and there is plenty of that going on right now. In turn, the increased engagement traffic drives subscriptions as readers go from casual to dedicated. And the New York Times has built one of the strongest digital subscription businesses in media. The company now has roughly 12.7–13 million total subscribers, with more than 12 million digital subscribers. Note: why do I know this works? I restarted my home delivery and electronic subscriptions in 2020, ahead of the elections. Still one of the best subscriptions I maintain. That growth is powered by the company's bundle strategy, combining its news product with Games, Cooking, Wirecutter, and The Athletic. This ecosystem keeps users engaged and reduces churn. According to the company's latest earnings report, management's long-term goal is 15 million subscribers by 2027, indicating continued growth ahead. | 
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