Publish, track, and follow investment theses with accountability
The Federal Reserve will lower the Fed Funds target rate to below 4% by June 30, 2026, as inflation moderates and growth slows.
Gold spot price will exceed $3,000 per ounce at any point in 2026, driven by central bank buying and geopolitical uncertainty.
Global private equity fundraising in 2026 will be at least 20% lower than 2025 due to denominator effect and distribution slowdown.
The US 10-Year Treasury yield will close above 5% at some point in 2026 due to persistent fiscal deficits and inflation concerns.
The S&P 500 index will close above 6,500 at any point before December 31, 2026, driven by continued AI investment and earnings growth.
The Federal Reserve will lower the Fed Funds target rate to below 4% by June 30, 2026, as inflation moderates and growth slows.
Gold spot price will exceed $3,000 per ounce at any point in 2026, driven by central bank buying and geopolitical uncertainty.
Global private equity fundraising in 2026 will be at least 20% lower than 2025 due to denominator effect and distribution slowdown.
The S&P 500 index will close above 6,500 at any point before December 31, 2026, driven by continued AI investment and earnings growth.
The US 10-Year Treasury yield will close above 5% at some point in 2026 due to persistent fiscal deficits and inflation concerns.