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Wall Street’s ‘No Bears Allowed’ Mantra Is 2026 Contrarian Indicator
To be honest, I don't love the setup for US equities in 2026.
And yes, my trepidation was reinforce
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The state of exception is temporarily permanent.
That just popped into my head, and now I’ve offloaded it into yours. I can’t decide if it’s clever or asinine. I suppose it’s possible to be both.
I like it. It reminds me of that other saying: “The beatings will continue until morale improves.” They both have a very Soviet Era vibe to them.
One I saved from a case study I was reviewing for publication: [The market is characterized in a perpetual state of] “Mischievous Randomness.”
At some point, surely Americans will get sick of spending/wasting so much money on consumerism….right? Then what?
How long can the itty bitty few at the top continue to take most of the wealth. Seems like there’s a bubble in there somewhere. Also, the labor market feels swiss cheesey. How long before there’s more air than cheese what with research scientists, silicon valley coders, government bureaucrats and recent college grads missing in action.
Because investors’ sidelined cash can’t be effectively monetized by Wall Street, the bullish beat will go on. AUM models for determining compensation never include money market instruments for advisors, or the banks and brokerage firms that employ them. The reason for the unceasing bullishness is that simple.