Thoughts on the Market

I often learn something new on each podcast episode. Well done.

I love this podcast. The economic and market sentiment episodes are awesome and always spot on. For an individual investor this podcast is amazing.

The thing that distinguishes this bubble from past bubbles is this bubble enjoys the TOTAL support of a POTUS manipulating the bubble to grow, adding to this fact the belief of the investing class that Trump will do WHATEVER it takes to keep the Market up while he is in office e.g., sell insider information via Truth Social posts, on again off again tariffs etc…. In short, the investing class believes, rightly or wrongly, it has nothing to lose (i.e., micro-risk) by being in on the joke, moreover, you are a fool not to invest in this shower of gold. "In every stock-jobbing swindle everyone knows that some time or other the crash must come, but every one hopes that it may fall on the head of his neighbour, after he himself has caught the shower of gold and placed it in safety." Marx

Just listened to Head of Europe and Asia Technology Research Shawn Kim discuss AI’s move from passive chatbots to active agents (May 5, 2026). I appreciate the well-thought out content as well as how digestible/easy to retain it was. Love this podcast overall!!

I am a big fan of Mike Wilson. His analysis is timely and I use it to influence my equity buy/sell decisions. Last year however, Mike was bearish all along and I went along with his view resulting In lost opportunities in the market. Currently Mike has turned bullish and I am skeptical of this view in light of current events.