I always enjoy catching up w/ @fejau_inc
Earlier this week, we sat down to discuss markets heading into 2026.
One note: When discussing market valuations, I misspoke and said the S&P 500 could go to 8k by early-26 and still not be overvalued...Obviously, I meant 27.

🎙️NEW POD: Why This Isn’t A Bubble & Early 2026 Looks Like Goldilocks
We Cover:
🔸 Goldilocks in H1 2026
🔸 Why $SPY is fairly valued
🔸 Running top K hot to lift lower K
🔸 Getting long commodities
@WarrenPies @fejau_inc
Links Below ↓

Forward Guidance

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