gut says bull starts early summer
I do have a thesis around it but the tl;dr is that geopolitical instability likely tops in next 3 months and spot:leverage ratios likely get shaken out a few more times during that until equilibrium
bonus would then be rates cut coupled with several huge IPOs
Six months after at least 2% fed rate reduction.
The IPOs will be exit liquidity and mark tops
Those IPOs are the generational exit, but markets will eventually front run openAI IPO by at least a quarter that's my guess
SpaceX first
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Disclaimer: The content above is only the author's opinion which does not represent any position of Followin, and is not intended as, and shall not be understood or construed as, investment advice from Followin.
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