Bull Tramples Even Wall Street’s Bulls: Are we in a stock market melt up?

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The bull market has stampeded through some of the most optimistic price targets on Wall Street including ours. While we are sticking with our S&P 500 yearend target of 5400, we’re looking forward to the bull run lifting the index to 6000 by yearend 2025 and 6500 by yearend 2026. … Q1 earnings beat expectations causing industry analysts to revise upward their consensus estimates for this year and next. We lay out our forecast for continued revenues and earnings growth during the Roaring 2020s. … The stock market may be in a meltup, so we revisit the 1990s for some guidance. The S&P 500 Information Technology and Communication Services sectors are as large now as they were during the dot-com bubble, but today they generate a larger percentage of the S&P 500’s earnings.

Пікірлер: 31

  • @ysareyes
    @ysareyes3 күн бұрын

    Start early with diversified investments in stocks, bonds, and real estate. Maximize contributions to tax-advantaged accounts like 401(k)s and IRAs. Regularly review and adjust your strategy to ensure security.

  • @kabengele-vo4dr

    @kabengele-vo4dr

    3 күн бұрын

    People dont understand that the prices of things are never going back down. This inflation is deeper than we think. Those buying groceries are well aware that the real inflation is much over 10%. The increments dont match our income, yet certain investors still earn over $365,000 in stocks and assets. Wish I could accomplish that.

  • @BigNate82

    @BigNate82

    3 күн бұрын

    Very possible! especially at this moment. Profits can be made in many different ways, but such intricate transactions should only be handled by seasoned market professionals.

  • @mbnesbitt

    @mbnesbitt

    3 күн бұрын

    Some persons think inves'tin is all about buying stocks; I think going into the stock market without a good experience is a big risk, that's why I'm lucky to have seen someone like mr Brian C Nelson.

  • @hamzahamza-bz3rf

    @hamzahamza-bz3rf

    3 күн бұрын

    Finding yourself a good broker is as same as finding a good wife, which you go less stress, you get just enough with so much little effort at things

  • @ufuksenol2005

    @ufuksenol2005

    3 күн бұрын

    Brian demonstrates an excellent understanding of market trends, making well informed decisions that leads to consistent profit

  • @MrKanjidude
    @MrKanjidude3 күн бұрын

    Thank you for keeping that calm long-term perspective, free from doom-mongering and clickbait takes.

  • @user-yx2ex2od9l
    @user-yx2ex2od9l4 күн бұрын

    Thanks. Always look forward to your weekly analysis.

  • @kp2718
    @kp27186 күн бұрын

    Also thanks for clarification on not commenting on individual stocks - it always seemed out of place here.

  • @robertsturm
    @robertsturm4 күн бұрын

    Informative longer term perspective on market valuation. Thanks!

  • @billsweet6261
    @billsweet62613 күн бұрын

    Great job, Eric! Enjoyed the presentation!

  • @kp2718
    @kp27186 күн бұрын

    My fav slide was that CSCO - NVDA FWD PE overlap:)

  • @william719
    @william7194 күн бұрын

    Great job and thanks for the video.

  • @DudeEsq
    @DudeEsq4 күн бұрын

    Fantastic video. Very knowledgeable about a wide variety of subjects and quite measured. My only critique is if you’re using late-‘90s valuations as your primary analog to conclude it’s not too bad now, you should acknowledge you’re way out on a limb with respect to historic valuations. Having said that, somewhat higher valuations make sense because Apple and Google are much better businesses than Exxon and AT&T and deserve higher valuations. Looking forward to your next video.

  • @Mark-tm2zu
    @Mark-tm2zu3 күн бұрын

    I do not understand why you have not revised targets when earnings keep increasing at this point and no recession forecast. Ed was bullish beginning of the year at 5400, but this was reached already mid-year. I agree there could be a pullback but I am thinking we will be higher than now. Cisco is not really comparable to NVDA.

  • @dwaleka
    @dwaleka3 күн бұрын

    Definitely a melt up as there are no buyers for LT treasuries…

  • @dantohatan
    @dantohatan4 күн бұрын

    This market is definitely looking frothy already. So we can gain another 20% by 2026. I give that a 40% probability. The consumer is tapped out and going into debt. 78% are living paycheck to paycheck. I give recession in 18 months a 60% probability.

  • @gyrate98

    @gyrate98

    4 күн бұрын

    Ok Dan. 😂