Bubble

News!

The S&P 500 is massively lopsided for iT and Ai currently 40% of capitalization; purchasers of this famous index are now high tech speculators.  

When this bubble runs its course the pull back will be enormous at a minimum 50% decline for the S&P 500 from ultimate peak to ultimate bottom.  Estimates have iT/Ai accounting for 92% of GDP’s growth portion when their respective spending simply slows so will economic growth, slow enough we’ll have a recession along with declining stock prices.

Till Next Time