Submitted by QTR's Fringe Finance
I wanted to take a moment after this week, as the market continues to show signs of weakness, to revisit what is increasingly coming into focus as a potential strategy heading into next year.
Most of my regular readers know that roughly two months ago, I laid out my expectation that the AI bubble could begin to unravel within the following six to ten months. Since then, we’ve started to see some meaningful cracks emerge, with selling pressure spreading across some of the market’s most speculative and heavily favored names. I’ve supplemented that prediction along the way in pieces like Two Decades Of Mass Financial Delusion Ends Now and The Easy Money Fairy Tale Is About To End Violently.
In my market dashboard review heading into Q4, I also began outlining how I might position myself heading into 2027, assuming the market continues along its current trajectory
In that piece, and in a subsequent art
