Below are my reasons why 2026 should be a year of negative growth ?
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The overall oil and energy crisis not solved and won’t be done in 3/4 months. Inflation is guaranteed a global issue this year which will hamper job market. No rate cut expected soon.
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US leadership unpredictable manipulative behaviour is visible to almost all.
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Value investing is down, SAAS is repricing Mkt Cap with AI fear.
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AI is still far behind doing real concrete business. Right now all fancy projects and anecdotal stories.
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AI infra is pulling a lot of liquidity, market is frenzy selecting from memories, photonics, land, electric, network, etc.
On top of all of this S&P is upward. Is it not waiting for a crash?
Why there is hope that 2026 will be positive for the overall market ?
byu/DifferentDependent62 instocks
Posted by DifferentDependent62
4 Comments
Most of this is priced in.
Believe it or not, green.
Markets are forward looking. Everything you mentioned everyone thought of 2-3 months ago. That caused the crash down to 630 (ie: it already occurred). People looked forward and realized it’s probably back to “business as usual” in 1-2 years, so bet long.
Being said – we have seen quite a run recently (630->710 on SPY) with basically no drawdowns. We might get short term volatility, but imo we already saw the floor.
groundbreaking insight