Midterm review of my 2026 year-end calls
➤ peace in the ME=> no peace but no kinetic war ⚠️
➤ higher inflation => CPI from 2.4% YoY to 3.7% YoY✅
➤ non-hawkish Fed => the Fed is hiking❌
➤ Blue wave => historical GOP defeat ✅
➤ S&P up 10% or more => up 15% ✅
➤ BTC up 25% to 33% => up 8% ⚠️
➤ Spain or Argentina as new world champions ✅
It's easy to forget how bad things were back in April.
➤ peace in the Middle East
➤ higher inflation
➤ non-hawkish Fed
➤ Blue wave
➤ S&P up 10%
➤ BTC up 25% to 33%
This is all happening. In fact, if anything, prices will run even higher. Stocks in particular. Don't fight the trend.