Market Mix - Is the Bull Market Over?

Is the Bull Market Over?

No matter how much volatility you go through, it always “feels different this time.”

Look back over the last 25 years. And just marvel at what we investors have had to deal with.

The technology meltdown that caused the Nasdaq to collapse 80% in the 1990s… The 9/11 attack on the Twin Towers… The Great Financial Crisis that sank the S&P 500 58% and caused 10 million Americans to lose their homes… The global pandemic that shut down the entire world in 2020. And a regional banking crisis in 2023.

Now, take a look at the major issue we’re dealing with today: Tariffs.

If tariffs seem tame compared to a global pandemic or housing crisis… That’s because they really are.

For the sake of argument, let’s assume tariffs do cause the price of some items we normally buy to rise. That’s not great.

But is it a financial crisis? No. Is it a banking crisis? No. Is it a depression-era economic extinction-level event? No. It is not.

It might cause a slowdown in consumer spending. It might even trigger a technical recession. But we’re not talking about a 2008–09 redux when millions of people lost their homes, and millions more saw their standard of living hammered lower.

If tariffs did cause a recession, the Federal Reserve would aggressively lower interest rates causing a flood of money to come back into financial assets, boosting their prices right back up.

Yes, we would have to deal with some scary volatility. But so long as you didn’t sell into that volatility, you’d be fine.

Here’s the bottom line: The bearish case isn’t that bad. Unpleasant, yes. But nowhere near the level of economic pain we’ve dealt with in the past.

Now, let’s look at the bullish case.

The Bullish Forecast No One Is Talking About

What if, along with the tariffs, there are offsetting tax breaks that put more money in the pockets of Americans?

That means the tariffs would be neither good nor bad for everyday Americans.

What if there are more jobs created as U.S. companies reshore their overseas operations?

Will this happen?

According to the current mood of the stock market, there’s no chance… Just the same way the market thought there was no chance of the U.S. bouncing back from every calamity we’ve had to fight through over the last 25 years.

What if inflation is actually running at 1.65%... And not the 2.8% the Bureau of Labor Statistics (BLS) pegs it at?

According to Truflation – which uses real-time data compared to the BLS, which uses old data – the current inflation rate is 1.65%.

I can assure you that 1.6% inflation rates are not priced into the market. As the delayed BLS data catches up with the real-time inflation, the market will run higher.

This will happen because a lower inflation rate will give the Federal Reserve room to cut interest rates beyond the two cuts the market expects this year.

And that, my friends, will trigger the mother of all bull markets.

So hear me when I tell you: Start putting money to work.

This Pullback Is an Opportunity to Grow Richer

Don’t worry about getting the absolute low. And don’t worry about a recession or an economic slowdown. Because by year’s end, I expect the stock and crypto markets to be hitting new highs.

The bull market is taking a pause. That’s all. This pullback is a monster buying opportunity. And the time to act is now.

If you’re worried about further price drops, space your investments out. Put half of your money to work now. Put the other half to work if the S&P 500 drops a total of 20%.

This pullback is here to help you grow richer. But it will only work for you if you put your money into the right ideas. Choose your investments wisely.

Take a look at this article, where I revealed to you what specific blue-chip indexes to buy during a pullback.

Pullbacks are also an amazing time to put some of your speculative money to work.

Right now, the highest-reward speculative ideas are to be found in artificial intelligence (AI). But not public market AI stocks. I’m talking about AI coins.

Specifically, AI Agent coins.

If you’ve never heard of these coins, you are not alone. Not many people have. That’s why I recently made my research on AI Agents public.

In it, I show the impact they will have and how you can use them to make a small fortune this year from a handful of $1,000 investments. You can watch the replay right here.

Let the Game Come to You!

Big T