How do you see the market evolving in the next six months?
I'm really wondering if the growth will continue or if some bad news will come and we'll go down...

What could trigger a downturn? What are you betting on? 🧐😅


Financial results for other quarters... when everyone realizes that AI is a cool buzzword, but it's not making any real money yet... :)

I expect a cooling, stagnation rather, a slight correction. I don't think there will be a big crash, but I don't believe we will continue to grow at the rate we have been. As Mark writes below, I'm also curious about REITs, I think it will fall further now due to rates, I'm overbought there in the meantime and once rates have been stopped for good, or start to fall next year, it could rise nicely. Technology, I guess it depends on what, well, some of it may be overpriced, some of it may not, because there is demand for chips and AI, but on the other hand, that interest will definitely cool down in some ways and then it may not be ok for the smaller players. So to summarize, I'm expecting more of a cooling, I'm not buying technology right now, I'm looking more at the REIT sector, possibly a little bit of energy.

So since the bull market is based on the performance of the FAANG and AI, there's not much of a hard answer. Anything can trigger a correction, a hawkish Fed, bad inflation data, problems with the banks, the housing market. You can pick and choose what the trigger could be 😀 .

Could big tech be headed for a similar fate as last fall? I wouldn't rule that out either. Most likely, I would think the FAANG is in for a cooling off period, while the more defensive titles could at least stagnate. I'm more bearish on the next six months. I'm most excited to see what happens with REITs.

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