Questions whether seasonal patterns alone justify investment decisions
Brian
Mary Ann Bartels
We're in the digital era with AI driving new innovation and technology
Mary Ann Bartels
Earnings up 15% year-on-year, 7% better than forecasts, with growth coming from tech companies and semis leading
AI represents true trickle-down economics from chips to software to infrastructure companies
Brian
Mary Ann Bartels
$7 trillion estimated for AI data center and energy buildout - numbers never seen before in career
Mary Ann Bartels
Still in secular bull market with trend higher, confident in S&P targets: 7000 by year-end, 10000-13000 by decade end
Questions whether steady climb expected or gut-wrenching moments like April bear market
Brian
Mary Ann Bartels
April was 20% bear market that reset the cycle - this is year one of new cycle, not year three
Mary Ann Bartels
Never seen market peak or major down cycle while Fed was cutting interest rates