When we last left off, the market was in the process of manipulating investors into a series of incorrect, neutral/bearish positions prior to the FOMC decision this past Wednesday.
This weekend's edition of Zenolytics Turning Points goes over in detail what is possibly one of the better setups of the year, with multiple key indices and mega-cap tech names all lining up for a powerful move in the coming weeks.
In addition to this, the psychology of this uptrend continues to be warped, at best.
Put as simply as possible, a vast majority of investors missed out on what was one of the greatest layups in buying risk assets, whether equities or crypto, during Q4 of last year.
They completely whiffed on getting allocated during early to mid Q1. And now they find themselves sitting on a street corner bucket debating their future as largely irrelevant members of a capitalist society that continues to frown on group think, as it always has.
We are at the very early stages in a resumption of a secular equity bull market that started in early 2010s. Go back and read my posts from 2011 talking about one of the greatest bull markets ever - a supercycle as I coined it then - taking shape when everyone was still jaded from 2008-2009.
This trend to the upside will continue until the early 2030s according to the secular bull market cycle. In fact, history tells us that the most profitable portion of a secular bull market is during the latter stages, which will take place from 2025 onward.
Tune out 99% of what you think is true about the markets and the economy in early 2024. The bullish case couldn't be clearer, despite the wall or worry that continues to haunt investors well past a point that is reasonable.
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