Why do I think this market can continue going higher?

We now have a president who’s preparing to install a new, very dovish Fed chair in mid 2026. Someone who will essentially operate under a forced, clear mandate to cut rates and keep liquidity flowing. QT just ended and I’d bet it’s only a matter of time before QE comes back.

At the same time we have the government injecting billions into AI by investing directly in companies, infrastructure, and massive projects like Stargate. We’ve never seen anything on this scale before… the government was not as involved in the dot com era.

We also have AI producing earnings, revenue growth, and real productivity gains. This isn’t like dot com where it was built on vague promises and almost nothing. Companies are showing tangible results. Margins are expanding, operating costs are falling, etc.

I also believe if we did end up facing a true economic crisis, this administration would print money to the ends of the earth to stop it and try to resolve it. It’s clear that growth and labor are taking precedence over inflation.

Corrections and pullbacks along the way, of course. But a macro top amy time soon? No.

And yes, I do think there’s a possibility it ends badly. But I also think people are underestimating how long and how high things can go before that happens.