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Reply to "Corporate profits need to rise? Am I missing something?"
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[quote=Anonymous]I don't think we are in a bubble. We are now in an easing cycle. How fast the easing will be it depends on the Fed. So we have a tailwind and the AI boom is real...just look at data center roll out, energy spiking, and utilities earnings. Unemployment is still low...not too troubling. We have pissed off the world but the entire world is also in an easing cycle so even internationally there is a tailwind. While gold, bitcoin, and crypto assets (non income producing) have gone through the roof this year because of the crazy policymaking coming out of DC, I think 2026 will be a good year for stocks. Let's see.....[/quote]
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