Has the stock market finally escaped hell and entered the next major bull run?
After weeks of brutal volatility, sudden reversals and a market that has punished investors on both sides, something important appears to have changed. Liquidity is moving, stocks are reacting, Bitcoin is moving, gold is moving and the market is suddenly behaving very differently.
In this video I explain why I think the worst may now be behind us, what I believe has just happened underneath the market, and why the next phase could look very different from the last few months.
Is this simply another violent bear market rally, or are we looking at the beginning of a powerful stock market move that could run through the rest of 2026?
I also look at the AI boom, the AI bubble, US government policy, Donald Trump, market liquidity, Bitcoin, gold and the forces that could drive stocks higher from here. There is also a much bigger question: if the AI investment cycle really is a bubble, just how early are we?
I've been documenting this market throughout the turmoil, including my own portfolio, the calls I've made, the mistakes, the reasoning and the moments when hanging on was anything but comfortable.
Now the picture has changed.
But there is one thing happening in the markets right now that makes me particularly bullish, and it isn't what most investors are talking about.
Watch to the end and decide for yourself.
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