I have felt bearish for a long time. The market seems over priced. Gold and silver skyrocketing as safe haven. House sales slowing. Unemployment rate has been ticking up since 2023. Debt across all areas at record high(government, personal, even margin). There is a list that seem to support my bear feelings.
Recently I started watching CNBC and everything seems like 2026 is going to be amazing. Earning are supporting this. Companies are building infrastructure like crazy for AI, there is not enough tech for data centers(memory, processing, data storage…). Caterpillar is up 68 percent in the last year. RCL earning show strong bookings, Apple massive growth in iPhone sales.
I am sitting on 50k from a house sale last summer and don’t know what to do. It is in cash and Trump is happy to devalue the dollar, so cash is a bad idea(right)? Gold would be a good place but is it over priced now? SP500 is at record P/E ratios.
Where are you putting your money and what data sources do you use as ground truth?