
This is a good time to remind investors that the U.S. remains an economic oasis compared to the rest of the world.
I hope you share my view of accelerating GDP growth and the incredible earnings market, which should persist for months.
The truth of the matter is that we cannot stop the current technology train, so you must get on the train, or get left behind.
Overall, I want to remind investors the U.S. remains an economic oasis and is the primary driver of worldwide economic growth.
The U.S. is leading the world, the AI and data center boom cannot be stopped, and the boom will persist for at least the next three years.
Warsh’s first job is to build a consensus on the FOMC, so it may take Warsh some time to reel in many FOMC members who like to chat with the media.
S&P 500 earnings are up a stunning 29.3% versus a year ago, with eight of 11 S&P sectors sporting double-digit earnings increases.
S&P 500 is in the midst of the strongest earnings environment in seven years, and the S&P 500’s earnings are forecasted to rise 21.5% in 2026.
Since it will take up to 3 years to fulfill current data center order backlogs, I anticipate this sales and earnings momentum to persist well towards 2029.
There is undoubtedly a new world order emerging now, with the U.S. dominating world energy markets. Meanwhile, China’s military influence is waning.