Keep pulling the thread on S&P 500.
A profit-taking correction of 10% to 15% in the stock market is highly likely to occur at some point in 2026.
Capital expenditures on AI infrastructure reached $350 billion this year, an increase from $200 billion in 2024.
Amazon, Google, Microsoft, Meta, and Oracle have collectively raised over $100 billion in debt this year, more than three times the average of the previous nine years.
The speaker predicts that Donald Trump will appoint a new Federal Reserve chair in May 2026 who will be a sycophant and continue to cut interest rates.
A new fiscal spending bill is expected to add approximately $480 billion in support to the U.S. economy, which will likely accelerate GDP growth in 2026.
The top 10 stocks in the S&P 500 now constitute 40% of the entire index.
Since 2023, the top 10 stocks in the S&P 500 have been responsible for 65% of the index's total returns.
Microsoft, Apple, Amazon, Google, and NVIDIA have collectively contributed to half of the S&P 500's returns since 2023.
Paramount has made a $108 billion hostile bid for Warner Brothers Discovery.
The potential acquisition of Warner Brothers Discovery by Paramount, which involves Jared Kushner raising funds from Gulf states, presents a national security concern over foreign influence in U.S. media.
Paramount has offered $30 per share for Warner Brothers Discovery, while Netflix has offered $27.75 per share.
The speaker predicts that Venezuelan assets will be the best-performing investments over the next three to five years, driven by an expected regime change and subsequent economic boom.