Expect choppy and weak conditions until Scarlett's Cycle finishes October 26, 2026.
Next stronger cycle (hopefully) is Mason's Cycle. Which starts on November 9th, 2026 - November 24th, 2026.
Listen to me right now. I have the best news ever and all your portfolios will all be saved.
There is a 100% win-rate for the stock market AFTER mid-term elections.
Survive until November 3, 2026 (upcoming mid-terms) and you'll be rich.
• 1 month: 84% win-rate
• 3 month: 95% win-rate
• 6 month: 100% win-rate
• 12 month: 100% win-rate
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Make sure you save this post. This is where the future is heading towards for the stock market.
Here's the top 20 fastest-growing jobs from today until 2035:
1. Nurse practitioners (41%)
2. Solar photovoltaic installers (37%)
3. Data scientists (35%)
4. Wind turbine service technicians (30%)
5. Medical and health services managers (24%)
6. Physical therapist assistants (23%)
7. Psychiatric technicians (22%)
8. Computer and information research scientists (22%)
9. Occupational therapy assistants (21%)
10. Ophthalmic medical technicians (21%)
11. Physician assistants (21%)
12. Information security analysts (21%)
13. Occupational health and safety technicians (19%)
14. Hearing aid specialists (19%)
15. Epidemiologists (19%)
16. Occupational health and safety specialists (18%)
17. Substance abuse, behavioral disorder, and mental health counselors (18%)
18. Home health and personal care aides (18%)
19. Health specialties teachers, postsecondary (18%)
20. Industrial machinery mechanics (18%)
What does this mean for the stock market?
Healthcare:
- healthcare is the largest category on this list. It is literally the future. Huge aging population
- the system also faces a binding capacity constraint. Physician shortages (especially primary care) are projected to persist deep into the 2030s
- home health aides, therapy assistants, and health services managers are scaling to support aging-in-place and higher-acuity outpatient care
- mental health and substance-use roles also reflect a multi-year crisis
- Stocks for advanced practice and managed care: $UNH, $ELV, $HUM, $CI
- Stocks for devices: $ISRG, $SYK, $MDT, $BSX
- Age-related: $LLY, $ABBV, $MRK, $AMGN, $NVO
- Senior housing: $WELL, $VTR
Technology:
- data volume is compounding across every industry (including healthcare records, imaging, and claims)
- data scientists exist to turn that volume into usable signals
- AI requires continuous research, not just implementation.
- computer and information research scientists invent the next algorithms and systems as basic data science becomes more widespread
- connectivity permanently expands the attack surface - Information security analysts grow because the cost of being unsecured keeps rising; especially in healthcare, finance, and critical infrastructure
- stocks for AI infrastructure & platforms: $NVDA, $MSFT, $GOOGL, $AMZN, $AVGO, $AMD, $SNOW, $PLTR
- stocks for cybersecurity: $CRWD, $PANW, $ZS, $FTNT, $S, $OKTA
Renewables:
- solar and wind appear because of the energy transition, but the absolute job numbers remain small compared with healthcare and tech.
- solar photovoltaic installers and wind turbine technicians are high-percentage growth roles tied to new capacity and maintenance.
- these stocks remain more policy-sensitive and cyclical than the healthcare or cybersecurity names.
- stocks for renewables overall: $TSLA
- stocks for solar: $ENPH, $SEDG, $FSLR, $RUN, $NOVA
- stocks for wind / clean energy: $GEV
Industrials:
- industrial machinery mechanics is the main non-service name on the list.
- demand comes from keeping factories, production lines, and equipment running as manufacturing and automation continue.
- this is the more traditional industrial maintenance and equipment side of the economy.
- stocks: $SPCX, $CAT, $DE, $HON, $ETN, $ROK, $EMR
Okay so what to do?
In my opinion, healthcare is the biggest and most durable demand engine on this list. An aging population, doctor shortages, and the move toward more care at home and outside hospitals are already locked in. This is the part of the market that should act as the ballast in a portfolio. Have some real exposure to healthcare.
Tech (data, AI, and cybersecurity) is the higher-upside layer sitting on top of that. These names tend to move more when the market is in growth mode, but they also carry more volatility. So make sure you have exposure here in tech as well for the next decade to outperform the markets.
Renewables and industrial machinery show up on the list, but they are smaller pieces of the overall picture and more sensitive to policy and the economic cycle. It's okay to have crazy volatile names, but make sure you size it correctly.
Whatever happens, let's continue to compound our winners and make millions together.
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My dear followers. While everyone is panic'ing, we're one of the very few accounts here on X doing amazing.
I've preached over and over again to stay balanced so you can survive.
Now, since many have lost so much money, this is when we start looking to buy. Not all at once, we build slowly and wait to attack.
Remember, we always do the OPPOSITE of the masses. This is us, verses the entire world. There is no place where everyone wins in the markets. It's us vs everyone else.
Get ready to kill the pigs. Welcome to our game.
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My dear followers, I am very proud to announce that our core portfolio hit an all-time high this morning.
We started on June 15th, 2026, avoided all major drawdowns in AI and continued to show why we're so amazing together.
If you have a small account, I promise to get you to $100K.
If you have a large account, I promise to get you to $4M.
I will never give up on you. Let's go. 💪
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Constellation Energy $CEG and Vistra Corp. $VST are two major U.S. electric utility and power generation companies.
They have become top stock market favorites because their massive nuclear power fleets provide the reliable, carbon-free baseload electricity required by AI data centers.
Starting to try and find a base at these areas if the nuclear/power thesis can continue to stay strong.
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Retail investors are starting to head into money market funds (safety).
Usually this means either two things:
1. Markets continue to explode higher to punish those that sold
2. Markets do pull-back, but it's not a crash; crashes only happen when people least expect it (too many people are prepared)
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Our portfolio continues to reach all-time highs. This is the game plan to help you survive and thrive:
Portfolio structure:
1. I hold big cap tech.
2. I also hold the strongest defensive names in healthcare, oil & energy, consumer staples, communications, financials, and industrials.
Fundamentally:
- We continue to REMAIN balanced during a potential high-interest rate environment.
- Earnings season will show if AI is actually making a huge difference
- Mid-terms, rates, yen, etc. all macro-factors that calls us to stay more cautious (I am currently a cautious bull).
Technically:
- The indices are currently trading at a premium, so we don't want to be all-in on one sector right now, our holdings include momentum AND mean-reversion AND defensives
- I will NOT add to my positions at these levels; holding for now and letting our positions continue to compound strongly while everyone panics
- Rotations are taking place under the surface, watch the DOW JONES and defensive names $SCHD, $XLV (healthcare), and Equal-Weighted S&P 500 $RSP.
Current market is in 2nd dimension. Tech vs. the rest of the markets. There is no alignment yet. This calls for a balanced portfolio, and never chasing highs. Let the price come down to your levels, do NOT get fomo. Rotations are weekly. Not daily.
2nd dimensions are currently causing frustration amongst tech traders - careful on your emotions. Markets will continue to toy and play tricks.
Make sure you follow my move to survive and sleep well at night moving forward.
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Save this. This is the most important post you'll ever see.
With BOTH the 10-year yields and the U.S. dollar rising, here is how to plan for the worst-case scenario. I've experienced this market scenario already in my life.
Markets kept making all-time highs for 4 - 5 months, and then a -57% crash happened in the markets. But rising yields and dollar rising does NOT crash the markets alone. Something UNDERNEATH is typically the trigger.
The 2026 - 2027 triggers would be:
1. Private credit - this is the scarier one in my opinion. Seven major platforms (Blue Owl, Apollo, Ares, BlackRock, and Blackstone) have capped or blocked investor withdrawals. $4.6 billion is trapped basically.
2. Auto loan delinquencies hit a record - 5.5% at 90+ days, worse than 2008 peak (5.3%). The consumer is cracking at the bottom.
3. Commercial real estate is at record deliquicieis - office CMBS delinquiency at 12.3%, higher than 2008 crisis.
4. Corporate bankruptcies at 16 year highs - 372 large filings through mid-2026. Small business bankrupties up 50% as well.
5. S&P 500 is looking a lie right now - every sector fell in Sept except for tech - banks, utilities, equal weight S&P 500, only a few BIG tech names are holding up the markets
6. Six banks have failed in 2026 - small ones, but the most in any year this decade.
I find that the pattern is the same throughout our history; rates stay high, something that was relying on cheap money can't handle it, then that thing breaks, the break spreads to other things, and by the time the Fed cuts rates to fix it, the damage is already done.
So how do you prepare for this since we cannot TIME a top?
1. Raise cash gradually - don't sell everything. Don't go all-in on a few names. Raise cash from work and you'll have the opportunity of a life time waiting for you when the dip comes
2. Buy the 10 year - a 5.35% risk free yield is the highest in 24 years. You can park cash in short term Treasuries (SHV, BIL, SGOV) and get paid 5%+ while you wait. My wife and I have started buying 10 year as well.
3. Watch the leaders, not the index - the S&P is being held up by 5-7 names. When $NVDA, $AAPL, $MSFT start breaking lower on volume, that's your signal the last pillar is cracking. The rest of the market is already weak.
4. Avoid the junk, or size appropriately - small caps, unprofitable tech, high debt companies, anything that needs to refinance soon. The Russell 2000 has a third of its constituents classified as zombie companies. These get destroyed when credit tightens.
5. Quality over momentum - if you're staying long, own companies with no debt, strong cash flow, and pricing power. Think $GOOGL, $AMGN, $BRK. Companies that don't need to borrow money at 5%+ don't care about rates.
6. Don't short the top - the market can stay irrational longer than you can stay solvent. In 2007 the S&P rallied 5% for 4 months after the 10Y peaked. Being early on a short is the same as being wrong. Can hedge with defensives instead and/or raise cash.
7. Have a plan before you need one - decide now what you'll do if the S&P drops 10%, 20%, 30%. Write it down. When panic hits, you execute the plan instead of making emotional decisions.
The goal isn't to predict the crash. It's to survive it with enough capital to buy the bottom and become a multi-millionaire.
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$AMZN trying to hold its 200-daily moving average.
Halloween and Christmas holiday catalysts.
$AVGO trying hard to keep up with the rest of the semi-conductor industry.
Let's see if Broadcom can continue to hold above $288+.
Tight wedge formation.
$SPY
The markets are still strong, but it is getting a little bit exhausted.
But since we're still in a very much bullish trend, any dip will be bought up quickly in my opinion.
For now, I am holding really strong fundamentally great companies. I am not adding at these levels, just holding and letting my portfolio continue to compound.
If there's red weeks ahead, I believe it will be a decent buying opportunity.
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My wife and I’s Tesla is arriving in the next few weeks.
We’ll be buying more $TSLA shares in the future.
My wife is a long-time $TSLA shareholder (since 2019).
We also just bought a 2026 Tesla Model Y recently.
She continues to buy more Tesla shares every month and any chance she can get.
Breakout candidate for the future, especially if robotaxi's, Model Y, robotics, and overall FSD becomes the future.
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$CAT is trying to hold it's low, and curl.
Let's see if the industrial sector can continue the AI infrastructure story.
Disclaimer: we are in a position already and will continue to hold until proven otherwise.
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$MU, $STX, $WDC, and $SNDK
Setting up as potential breakout candidates in the future if they can continue to hold its low.
Disclaimer: we're up on our positions already, and will continue to hold unless proven otherwise.
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Tech is propping up the markets, while every other sector has been red over the last few weeks.
This market will continue to act weird until we get better clarity after mid-terms.
Until then, survive and stay in great fundamentally strong companies.
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$GOOGL trying to coil here. Getting tight.
Let's see if it can continue to hold its support and stay above $314.
Disclaimer: I do have Google in my portfolio.
$NBIS trying to coil.
Let's see if it can stay strong and breakout in the next few months.
Needs to hold above $190's.
You all know $ARM made the most money in my life.
It's trying to setup once again and may have found a low for its current cycle already.
Remember this, they design 99% of the entire world’s smartphones and gets paid a royalty from companies like Apple, Samsung, Qualcomm, and many others.
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