2026-06-15XQuote

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markets are in general, optimistic and find a bull case no matter what is happening. The stock market has a 100% recovery rate unemployment up is bullish bc fed will accomodate unemployment down is bullish bc economy is strong there is always a bullish tilt on everything, good or bad for most people, the only way to make it is capital markets, and many understand that now. this is the new norm now. You have to try to be optimistic 90% of the time, but the 10% you are pessimistic the timing has to be pretty damn good. in the end bulls always win in the long run. bc the only way to win is to have exposure and be in the game.

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I think a lot of what we are seeing today still stems from covid and the animal spirits that created of an entire world be locked inside with stimmies and nothing else to do and we are going to see insane boom and bust cycles inside of AI. The wealth that has been created from the AI boom in the last year for those who have bet on it has just gone parabolic. And I think in general that will continue for years to come but with added volatility in short boom and bust cycles. But in the end, the believers will win Seeing entire index's like these be up 2-3-4x in a year is insane bc inside that bc you know individual stocks are up 100x+ in many cases. Then you have the rise of prediction markets, sports gambling, online casinos. There is something for everyone have said repeatedly I felt the future here is bright. and I think for risk takers looking at new and emerging tech will continue to win. Hard to imagine all of the exciting things that are going to come out of this that we just didn't have the capability to build out before. In so many sectors. Defense, energy, robotics, AI, and probably anything else you can think of.
Pentosh1 ↗