Early 2026 looks like a Goldilocks regime @WarrenPies Cyclical disinflation, supportive fiscal (with deficits likely re-accelerating), and the AI buildout all keep growth afloat. No recession, but no inflationary boom either. The real question isn’t if Goldilocks holds, it’s how it breaks and Warren thinks the risk is shifting from over-cooling to overheating.

If the S&P hits 8,000 in early 2027, it still won't be overvalued @WarrenPies If you're waiting for bubble level prices, you’re looking for S&P 10,000

Gold, silver, copper, nat gas all ripping. Equal-weighted commodities breaking out with oil still capped (for now). If yields plunge one last time early next year, does it make more sense to hide in bonds or rotate into commodities before overheating shows up? @WarrenPies