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I keep saying that we should not get sidetracked. For the past two decades I have predicted that the most powerful bull market in history would arrive in the final three years of this decade. That means NOW, and if I am correct, then we are still early in this final cycle.
All money should be shoved toward what is happening. If you get sidetracked into buying this or that, or in shifting investment money toward any investment that has nothing to do with the very specific themes of the next few years, then you may be making a mistake. Perhaps a costly mistake.
In my opinion, we are now copying the Dot.com years of 1997-2000… but with a spattering the stagflationary 1970s and the roar of the late (1920’s) Roaring 20’s.
If you superimpose the current AI year over the Dot.com period, you arrive at the below chart. It shows the potential upside, although it is even better than it appears on this chart because the blue line’s golden circle should be sitting at 1997 on the date line below and not at 1999. (Chart courtesy of Goldman Sachs):
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Currently, the technology sector is CHEAP (Chart courtesy of Tom Lee of Fundstrat):
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And the technology sector is really cheap (Chart courtesy of Societe Generale):
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And the technology sector is still really, really cheap:
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And there is a TON of money still sitting on the sidelines waiting to come into the market… enough to drive the market higher for more than two years:
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Innovative & disruptive technology is the place to be:
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And AI is REALLY the place to be invested:
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SUMMARY: Bull market at the start of what may become the most powerful run-up in the history of the universe and investors need to be properly positioned for this (and absolutely not just in the AI sector!). As do most years, 2026 will likely see one temporary “V” shaped pullback of perhaps 10%… and this will arrive when it arrives, but it is most likely to arrive in the late summer months… with the year finishing at record highs.
and per… with
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Thanks for reading!
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