Good Thursday morning. After spending more than a year writing “The Big Bribe” Tyler and I published it just prior to the 10/13/22 bear market lows. We forecast a boom time in America, with the Roaring 2020’s as the theme.

Laughter followed. We were among the only stock market bulls at the time…and no one was calling for a market melt-up, at least not that we could find.

In my now 38 year career I’d never seen a better set-up. We’d just had 3 bear markets in 5 year, where the average stock was down 40-60%…brutal and unprecedented. Combined with DC insanity, It wasn't difficult to understand why investors hated…and feared...equities. It was hard to find a better contrarian setup. 

But we saw a “structural” bull market on the horizon. Structural bull markets are the most powerful markets, as they’re based in the reality of strong fundamentals, technicals, sentiment and analytics. And we had all of those in Q4 2022.

And its all playing out…this bull market and economic boom ti...