Good Monday morning. Just prior to publishing “The Big Bribe” in the fall of 2022 we went aggressively long the market, citing our primary base case;

We’re in the Roaring 2020’s, powered by consumers and US co’s in their strongest financial shape in decades. Combined with our "5 Megatrends”, we’ve entered an innovation revolution that will drive both corporate earnings and stock prices higher…for years to come.

With the “innovation revolution” in just the early innings we continue to see this as the best opportunity for significant wealth creation since the 1995-2000 melt-up. We reiterate our long-established forecast that we are in the "Roaring 2020’s" and that our "5 Megatrends” (from our 10/2022 book “The Big Bribe") will continue to power the US/global economies and equity markets sharply higher into 2030-ish (likely longer). 

“Buy the dip” will continue to be the smartest of smart money strategies, as this Fourth Industrial Revolution “forces” earnings and stock marke...