Here is my three-point economic argument for the coming year.
Growth: US GDP growth was 3.8% in 2025. This growth was primarily driven by Silicon Valley companies and artificial intelligence firms. However, this sector has entered a speculative bubble characterized by inbreeding. Companies trade with each other and deliberately inflate their valuations. In 2026 AI bubble will explode and the growth with it…
Labor: Job creation in the United States has slowed dangerously, and even though the unemployment rate was only 4.7% in December, 2025 is the worst year for the labor market since 2003. Moreover, wages are no longer growing. This means that household purchasing power contracted sharply in 2025 and will continue to do so in 2026.
Prices: This contraction in purchasing power is amplified by constant price increases throughout 2025. And even if inflation remains contained at 2.7% in 2026 (in fact, it is likely to double because of the tariffs policy), the combined effect of low wages and high prices will create a cissors effect that will severely cut the balls of the american economy.
2026 is the year of the recession, some recession like in 1929. My advice : this day, be liquid. Meaning: do not hold any stocks, Just a few cash, gold, diamonds and stuff like that. At home in a safe.