Reading the 2026 Market: The Milan Olympics, WBC, Soccer World Cup, and Long-Term Investing Without Getting Swept Away

When thinking about the 2026 market, I feel it will be a year to confirm my own position rather than trying to predict events.
The stock market has major events every year, and each time, 'related stocks' become a hot topic. However, many people likely realize that what has actually protected and increased their assets is not flashy theme stocks, but rather investments that are resilient.

In February 2026, the Milan-Cortina Winter Olympics will be held.
The host cities are Milan and Cortina d'Ampezzo in Italy. While Milan is famous, many people have likely wondered, 'Where is Cortina?' In the end, it will probably be remembered as the 'Milan Olympics'.

Whenever such international events occur, 'related stocks' inevitably become a topic of conversation.
I don't dislike the fact that when people in Japan hear 'Milan,' they somehow think of 'Saizeriya's Milan-style Doria'—it feels like a very Japanese way to discuss investment. Of course, there is no deep meaning to it. Perhaps that level of detachment is just right for investment topics.

The WBC (World Baseball Classic) is also scheduled for March.
With Shohei Ohtani expected to participate, 'Ohtani stocks' like Ito En and Seiko will likely attract attention again. Including media-related topics such as broadcasting rights, I am also curious about Netflix's moves this time.
However, such event-driven markets cool down just as quickly as they heat up. I want to keep a calm distance and watch from afar.

And, a major event in 2026 that cannot be overlooked is the2026 FIFA World Cup.
It will be held from June 11 to July 19 across 16 cities in the three North American countries of the United States, Canada, and Mexico.

In North America, soccer cannot yet be called the 'leading sport'.
Basketball, baseball, and American football have an overwhelming presence. I am interested in what changes this World Cup will bring to the American perspective on sports and consumer behavior—not as an investment, but purely as a social shift.

As for related stocks, Nike inevitably comes to mind.
Actually, I have never bought Nike stock. I feel there is a gap between the Nike that Japanese people imagine and the Nike brand that Americans feel, so I find it difficult to include in my portfolio.
'What you like' and 'what you can invest in' do not always align. This sense also becomes important as you continue investing for a long time.

In 2026, various events will continue to occur both domestically and internationally.
However, I will not get too swept up in events, and will stick to the basics of international diversified investment, holding for the long term.
Resilient investing, investing without overreaching, investing without wearing down your spirit. In the end, this is the strongest approach.

I believe that truly strong investing is investing that does not disrupt your daily life, even when the market is volatile or the news is noisy.
There is no point if your own mind breaks before the market does.

Come to think of it, what happened to the shortage of the ADHD medication Concerta?
Whether or not this medication is available changes one's concentration and stability in life, and as a result, it can even change how one approaches investment. Market stability is important, but I believe that maintaining one's personal condition is also a vital part of the 'investment environment'.

In 2026 as well, moderately, but for a long time.
I want to continue a fun investment life with resilient investing.