Most investors lack imagination.
I do too, but I know it’s a weakness and I try to work on it.
Which is why in June last year I came up with a radical idea.
With the S&P at $6,000 and everyone worried about tariffs, ‘multi-polar’ worlds, inflation and the bond market, I proposed the opposite.
I proposed we were going to have the biggest bubble ever. A bubble which would out-do ‘1999’. A radical new technology would create a new bubble which would set the world record for bubbles (S&P $10,000).
And rather than be like everyone else on Substack, who was going to spend the whole move naysaying it and missing it, we would stay long and strong and make money.
And in the midst of the Iran War wobble, when everyone was counting down the days to when we were going to run out of jet fuel, fertilisers, helium, etc, we stuck to the mega-bubble view (Ten Reasons we go higher).
But it’s a been a year since we started this view.
Let’s do a health check.
Have we already peaked?
Does the market keep going higher?
Are we still on track, or have the warning signs come early?
Here are the 5 reasons I think we go higher.
