2026 Outlook…

I plan to post my 2026 outlook this weekend after the employment numbers are provided. I think that will be an important input into the Wall Street equation. Naturally the AI Buildout is keeping GDP numbers strong, but one must keep in mind that the money being invested is a long-term speculation that may or may not provide cash flow coverage in the end.

As I keep mentioning, economic and market manipulation leading to increased inequality for the bottom 80 percent are the driving forces for what we are seeing. Free markets and supply/demand economics are so old school.

So, we are still waiting for Animal Spirits to come out of hibernation, getting closer, the underlying increase in government deficits are set to fuel the coming market bubble.