Mark Cudmore turns outright bearish on stocks, citing a growing disconnect between the frothy AI bubble and increasing economic pain. He believes the AI bubble is in an inflationary stage and that economic damage will soon drag down even tech names. He sees stagflation ahead and views any potential Iran deal as a final pop before a downturn.
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Mark Cudmore 5.0
Financial Media
Mark Cudmore 5.0
5/27/2026 10:39:52 AM
ndx
I'm turning outright bearish on this stock market... the AI bubble... it might start its own self-feeding negative spiral.
| 5/27/2026 7:43:30 AM | short term up | 5 days later | +1.44% | +1.44% |
| 5/27/2026 12:06:13 AM | short term up | 5 days later | +1.44% | +1.44% |
| 5/27/2026 12:03:14 AM | short term up | 5 days later | +1.44% | +1.44% |
| 5/25/2026 10:15:34 AM | short term down | 6 days later | +1.71% | -1.71% |
| 5/25/2026 9:57:20 AM | short term cautious up | 6 days later | +1.71% | +0.85% |
| 5/25/2026 9:42:20 AM | short term up | 6 days later | +1.71% | +1.71% |
| 5/21/2026 9:08:20 PM | short term cautious down | 5 days later | +1.67% | -0.83% |
| 5/21/2026 10:34:29 AM | short term cautious down | 5 days later | +1.67% | -0.83% |
| 5/20/2026 11:58:17 PM | short term up | 5 days later | +2.19% | +2.19% |
| 5/20/2026 9:19:43 PM | short term up | 5 days later | +2.19% | +2.19% |
| 5/20/2026 12:22:59 AM | short term down | 5 days later | +2.19% | -2.19% |
| 5/14/2026 2:29:36 PM | short term up | 5 days later | +0.59% | +0.59% |
| 5/14/2026 12:00:33 AM | short term up | 5 days later | +0.59% | +0.59% |
| 5/13/2026 11:31:04 PM | short term up | 5 days later | -2.57% | -2.57% |
| 5/13/2026 10:10:31 PM | short term up | 5 days later | -2.57% | -2.57% |
| 5/13/2026 9:18:02 PM | short term up | 5 days later | -2.57% | -2.57% |
| 5/13/2026 5:46:04 PM | short term cautious up | 5 days later | -2.57% | -1.29% |
| 5/13/2026 10:40:42 AM | short term cautious down | 5 days later | -2.57% | +1.29% |
| 5/12/2026 10:17:11 PM | short term down | 5 days later | -1.27% | +1.27% |
| 5/12/2026 9:45:39 PM | short term down | 5 days later | -1.27% | +1.27% |
| 5/12/2026 6:29:30 PM | short term down | 5 days later | -1.27% | +1.27% |
| 5/12/2026 5:44:45 PM | short term down | 5 days later | -1.27% | +1.27% |
| 5/12/2026 2:49:50 AM | short term up | 5 days later | -1.27% | -1.27% |
| 5/11/2026 8:32:50 PM | short term up | 6 days later | -0.24% | -0.24% |
| 5/11/2026 3:12:21 PM | medium term cautious up | 20 days later | +4.99% | +2.49% |
| 5/11/2026 8:25:16 AM | short term up | 6 days later | -0.24% | -0.24% |
| 5/10/2026 10:55:12 PM | medium term cautious up | 21 days later | +4.07% | +2.03% |
| 5/8/2026 9:25:43 PM | short term up | 7 days later | -1.11% | -1.11% |
| 5/8/2026 10:33:30 AM | short term up | 7 days later | -1.11% | -1.11% |
| 5/8/2026 9:39:28 AM | short term down | 7 days later | -1.11% | +1.11% |
| 5/8/2026 12:54:54 AM | short term down | 7 days later | -1.11% | +1.11% |
| 5/7/2026 11:14:50 PM | short term cautious down | 5 days later | +0.45% | -0.23% |
| 5/7/2026 9:26:20 PM | short term down | 5 days later | +0.45% | -0.45% |
| 5/7/2026 10:44:12 AM | short term up | 5 days later | +0.45% | +0.45% |
| 5/7/2026 10:02:35 AM | medium term up | 20 days later | +3.38% | +3.38% |
| 5/7/2026 7:06:33 AM | medium term up | 20 days later | +3.38% | +3.38% |
| 5/6/2026 7:38:13 PM | medium term cautious up | 20 days later | +4.93% | +2.47% |
| 5/6/2026 4:25:04 PM | short term up | 5 days later | +1.75% | +1.75% |
| 5/6/2026 7:59:28 AM | medium term cautious down | 20 days later | +4.93% | -2.47% |
| 5/6/2026 7:07:04 AM | short term up | 5 days later | +1.75% | +1.75% |
| 5/5/2026 12:24:00 AM | short term down | 5 days later | +2.52% | -2.52% |
| 5/1/2026 4:44:32 PM | short term up | 7 days later | +6.04% | +6.04% |
| 3/19/2026 10:26:26 PM | short term down | 5 days later | +1.11% | -1.11% |
| 3/13/2026 6:44:24 AM | short term cautious down | 7 days later | -1.89% | +0.95% |
| 3/9/2026 2:08:40 PM | short term down | 6 days later | -1.21% | +1.21% |
| 3/9/2026 10:03:43 AM | short term down | 6 days later | -1.21% | +1.21% |
| 2/24/2026 7:11:54 PM | medium term cautious down | 20 days later | -2.17% | +1.08% |
| 2/19/2026 11:46:00 PM | short term down | 5 days later | +1.27% | -1.27% |
| 2/11/2026 10:51:35 AM | short term down | 5 days later | +0.06% | -0.06% |
| 2/5/2026 6:10:54 AM | short term down | 5 days later | +0.50% | -0.50% |
| 1/29/2026 9:18:07 AM | short term cautious down | 5 days later | -2.59% | +1.29% |
| 1/28/2026 1:08:47 AM | short term up | 5 days later | -2.11% | -2.11% |
| 1/8/2026 11:03:52 AM | short term cautious down | 5 days later | -1.17% | +0.58% |
| 1/8/2026 10:04:31 AM | short term down | 5 days later | -1.17% | +1.17% |
| 12/24/2025 8:43:44 AM | short term up | 5 days later | -1.54% | -1.54% |
| 12/24/2025 7:08:10 AM | short term up | 5 days later | -1.54% | -1.54% |
| 12/23/2025 7:24:06 AM | short term up | 5 days later | -0.51% | -0.51% |
| 12/22/2025 9:48:16 PM | short term up | 6 days later | -0.24% | -0.24% |
| 12/22/2025 2:42:18 PM | short term cautious down | 6 days later | -0.24% | +0.12% |
| 12/19/2025 9:48:49 PM | short term up | 7 days later | +0.25% | +0.25% |
| 12/19/2025 10:45:28 AM | short term up | 7 days later | +0.25% | +0.25% |
| 12/19/2025 1:45:14 AM | medium term up | 21 days later | +1.28% | +1.28% |
| 12/18/2025 11:18:27 PM | short term up | 5 days later | +1.22% | +1.22% |
| 12/18/2025 9:42:38 PM | short term down | 5 days later | +1.22% | -1.22% |
| 12/18/2025 8:02:41 AM | short term cautious down | 5 days later | +1.22% | -0.61% |
| 12/17/2025 11:36:40 AM | short term cautious down | 5 days later | +2.27% | -1.14% |
| 12/16/2025 11:40:23 PM | short term up | 5 days later | +3.30% | +3.30% |
| 12/11/2025 10:26:28 AM | short term cautious up | 5 days later | -2.18% | -1.09% |
| 12/10/2025 11:45:39 PM | short term up | 5 days later | -2.16% | -2.16% |
| 12/1/2025 2:08:24 PM | short term down | 6 days later | +0.28% | -0.28% |
| 11/28/2025 12:53:14 PM | long term up | 60 days later | +0.83% | +0.83% |
| 11/25/2025 8:46:35 PM | short term up | 5 days later | +0.42% | +0.42% |
| 11/25/2025 4:59:14 PM | short term cautious down | 5 days later | +0.42% | -0.21% |
| 11/25/2025 5:18:20 AM | short term up | 5 days later | +0.42% | +0.42% |
| 11/24/2025 11:41:23 PM | short term up | 6 days later | +1.30% | +1.30% |
| 11/21/2025 1:49:16 PM | short term down | 7 days later | +1.89% | -1.89% |
| 11/21/2025 10:59:48 AM | short term down | 7 days later | +1.89% | -1.89% |
| 11/19/2025 1:40:42 PM | short term cautious down | 5 days later | +4.01% | -2.00% |
| 11/19/2025 1:30:46 PM | short term cautious down | 5 days later | +4.01% | -2.00% |
| 11/18/2025 1:29:07 PM | short term cautious down | 5 days later | +0.95% | -0.47% |
| 11/18/2025 10:02:58 AM | short term down | 5 days later | +0.95% | -0.95% |
| 11/11/2025 7:51:50 PM | short term cautious down | 5 days later | -2.81% | +1.41% |
| 11/11/2025 2:03:07 PM | short term cautious down | 5 days later | -2.81% | +1.41% |
| 11/11/2025 2:03:07 PM | short term cautious down | 5 days later | -2.81% | +1.41% |
| 11/11/2025 1:10:20 PM | short term cautious up | 5 days later | -2.81% | -1.41% |
| 11/11/2025 10:07:03 AM | short term cautious up | 5 days later | -2.81% | -1.41% |
| 11/10/2025 2:14:07 PM | short term up | 6 days later | -2.87% | -2.87% |
| 11/10/2025 10:55:42 AM | short term up | 6 days later | -2.87% | -2.87% |
| 11/10/2025 10:55:42 AM | short term up | 6 days later | -2.87% | -2.87% |
| 11/7/2025 10:12:11 AM | short term down | 7 days later | -3.17% | +3.17% |
| 11/6/2025 11:18:53 PM | short term down | 5 days later | +1.83% | -1.83% |
| 11/5/2025 5:35:23 AM | short term down | 5 days later | +1.61% | -1.61% |
| 11/4/2025 2:20:08 PM | short term down | 5 days later | -0.03% | +0.03% |
| 10/27/2025 7:25:44 AM | short term up | 6 days later | -0.15% | -0.15% |
| 10/2/2025 9:07:28 AM | short term up | 5 days later | +1.42% | +1.42% |
| 10/2/2025 9:07:28 AM | short term up | 5 days later | +1.42% | +1.42% |
| 10/1/2025 10:25:13 PM | short term down | 5 days later | -0.21% | +0.21% |
| 9/26/2025 1:25:54 AM | short term down | 7 days later | +1.49% | -1.49% |
| 9/19/2025 10:47:12 AM | short term up | 7 days later | -0.60% | -0.60% |
| 9/19/2025 8:51:38 AM | short term up | 7 days later | -0.60% | -0.60% |
| 9/19/2025 7:17:12 AM | short term up | 7 days later | -0.60% | -0.60% |
| 9/12/2025 7:15:05 AM | short term up | 7 days later | +1.92% | +1.92% |
| 9/11/2025 8:51:28 PM | short term up | 5 days later | +0.55% | +0.55% |
| 9/10/2025 8:24:03 PM | short term sharp up | 5 days later | +1.17% | +1.76% |
| 9/4/2025 9:41:48 AM | short term up | 5 days later | +0.83% | +0.83% |
| 9/3/2025 12:19:28 AM | short term up | 5 days later | +0.88% | +0.88% |
| 8/29/2025 8:13:51 AM | short term up | 6 days later | +2.29% | +2.29% |
| 8/29/2025 8:13:51 AM | short term up | 6 days later | +2.29% | +2.29% |
| 8/28/2025 7:11:09 AM | short term cautious down | 5 days later | -+0.00% | +0.00% |
| 8/27/2025 1:15:21 AM | short term up | 5 days later | -1.99% | -1.99% |
| 8/25/2025 12:19:20 PM | short term up | 7 days later | -1.25% | -1.25% |
| 8/21/2025 7:19:44 AM | short term down | 5 days later | +0.29% | -0.29% |
| 8/20/2025 11:22:19 PM | short term down | 5 days later | +1.65% | -1.65% |
| 8/20/2025 6:36:06 AM | short term down | 5 days later | +1.65% | -1.65% |
| 8/20/2025 6:36:06 AM | short term down | 5 days later | +1.65% | -1.65% |
| 8/12/2025 8:37:14 AM | short term cautious down | 5 days later | -0.57% | +0.28% |
| 8/7/2025 9:54:40 AM | short term up | 5 days later | +1.01% | +1.01% |
| 8/5/2025 10:31:22 AM | short term cautious down | 5 days later | +0.91% | -0.45% |
| 7/25/2025 12:39:07 PM | short term up | 7 days later | -0.72% | -0.72% |
| 7/16/2025 9:14:41 AM | short term up | 5 days later | -0.08% | -0.08% |
rut
The guest mentions 'increasing pain in the broader economy' and 'wealth destruction in the economy', which directly impacts small-cap and domestic-focused Russell 2000 companies.
yields
The guest says 'the inflation problem is quite bad' and 'stagflation environment', implying persistent inflation pressure that would push yields higher over the medium term.
