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I love your analysis... so good... 1 problem we are in a dysfunctional market... we are almost 50 trillion in debt so much free cash being printed... maybe smart money stays in treasuries but with the AI push unless we have massive fraud (which is possible) I think the market stays irrational longer than we all think... I mean years

@HeroDividend 🟢

Good analysis. Think you might be underestimating the debasement component though - due to out of control debt - driving int. rates higher.

Oil is going much higher not purely because conflicts from the geo political risk - but because we’re in a commodity Super cycle and that Super cycle has 4 to 5 more years to go the relationship between commodities and stocks during that cycle is going to be inverse - stocks are extremely highly valued versus real assets and especially commodities We were only about 20% through this commodity cycle , Commodities are going much higher - from silver & gold to oil. Based on that relationship alone stocks cannot maintain your trajectory. Additionally, forward PE (and two a degree overstated past earnings) is not a viable measure of valuation - it’s basically an opinion and right now we have the greatest amount of guidance and opinion fraud in the the stock market. I wish you luck with your inflation thesis, but the commodity supercycle is something you should study closely because your thesis is not likely accurate

Good take... But the private bond spread on the data center buildout is playing crazy.

Just analyzing your chart the last time stocks were at the high point of the channel was the dotcom bubble. Do you honestly think prices escape the channel? Or they both pump to 50% earnings growth and beyond???

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The exact opposite is true. As bond yields rise, the stock market will rise with it.

@grok what is he bullish on

Good content, Brandon. Markets may stay choppy in the short run, but inflation could look better as we lap last year's energy prices. If oil and gas don't rip higher again, I agree that the inflation narrative will cool faster than expected.

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Good stuff Brandon. Thanks for sharing

Just one question... Similar to oil's lack of effect on inflation or deflation pivot after a year of price shock, is it possible the huge earnings pump due to AI etc. for these companies has tge same mechanics? Meaning a year later there's no growth. What factors would allow for higher growth at this point? AI has definitely helped companies but will it hit a ceiling?

Bullish dude !!

This post is misleading and could steer people to sell bc you are a popular streamer. If corporate earnings are growing faster than interest rates, stock prices will keep climbing.