The creator allocates $100 monthly to specialized sector ETFs like VGT or WQTM, focusing on technology.
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My 24-Month Stock Market Prediction (How I'm Investing Now)
Sep 5, 2026
The creator discusses the current market environment, noting the S&P 500's high levels alongside rising long-term bond yields, which suggests conflicting economic outlooks. They analyze three key variables for the next 24 months: AI capital expenditure, the Federal Reserve's monetary policy, and consumer spending, outlining potential stagflationary scenarios and how they are personally investing based on these predictions.
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Alphabet reported its first negative free cash flow quarter since 2004 and has issued significant debt and equity, indicating a shift in funding strategy.
The S&P 500 is near all-time highs, but conflicting signals from bond markets suggest caution.
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