The creator indicates they will likely buy more of AppLovin soon.
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we're due for a crash (statistically)
Sep 19, 2026
The creator discusses historical market data surrounding US midterm elections, suggesting a statistically bearish period leading up to the event. They cite data from Fidelity and Schwab indicating that midterm years are historically the lowest returning years in the four-year election cycle, with the S&P 500 showing low average returns in the months preceding the election, skewed by an outlier year in 1982.
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The creator is holding cash from Adobe and is hesitant to deploy it due to upcoming market data.
The creator is considering dollar-cost averaging into Apple but is hesitant due to upcoming market data.
The S&P 500 has historically produced an average return of just 1.7% from August 1st through election day in midterm election years since 1974.
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