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Is The Bull Market Back?

May 31, 2026

The creator discusses the recent Indian earnings season, noting solid median PAD growth across various indices, with micro-cap companies showing the fastest growth. They then transition to discussing global equity trends, highlighting a cyclical shift every 8-10 years, moving from electrification/infrastructure (2000-2010) to consumerism (2011-2020), and hinting at a new cycle post-2020.

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The creator discusses the recent Indian earnings season, noting solid median PAD growth across various indices, with micro-cap companies showing the fastest growth. They then transition to discussing global equity trends, highlighting a cyclical shift every 8-10 years, moving from electrification/infrastructure (2000-2010) to consumerism (2011-2020), and hinting at a new cycle post-2020.

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