Could you please enlighten me about how 2026 could look like? Can we make timetable of some sort of possible things to happen.
So right now, FED is about to change their behaviour right, it's going to do a lot of things which would stimulate the market short-term. Trump wants to see rates cut, then their changing policies about some companies (most like rare earth, military and tech?) so they could grow more, they also go further with dept spending and also money printing. They're printing not for people, but for banks so they would have enough money in reserve if people would like to take the money out.
So most likely, if I undestard correctly, up to the first half of the year we would have a rally? Most importantly there are some big IPOs on the way. I actually buy stocks related to them and wanted to sell them on ipo's dates so it wouldn't catch me unguarded. So - people are cashing out on the ath. With that midterms is coming it's likely that whatever happens it would happen after may 2026 when chair of fed would be switched, and after that the determining of the senate but that won't happen until November. So what, if the down spiral would come on during the summer, it would harm Trump. So it doesn't really fit.
But many poeple are drawing the second half of 2026 as stock crash. Or you think more of late 2026 and into the 2027?
In one sentence, when previous years it was about growth investing, everything was cheap today is about value investing and actual companies that have ownerships and meaning and buying it on sale? But when, how to prepare? I sit on some cash, but I see that we will have one more upsie to go right, then downturn but like april-may or june-july or I'm completely to early and more like october-november?