71% of Wall Street Forete Alta in 2026 – The Melting Bubble. You're armed

Igor Pereira · January 6

We just got the search results. Bloomberg Markets Pulse. The consensus is overwhelmingly optimistic. Most analysts believe the S&P 500 will continue its historic race in 2026.

But as a counterrian analyst, when I see the crowd running to one side of the boat, I prepare my life jacket. Below, I explain why this discharge prediction is actually a symptom of monetary inflationAnd not economic health.

By Igor Pereira Financial Market Analyst

The research data is clear:

71% Optimists: Adding the segments, about 71% of respondents expect the market to rise in 2026.
The Great Bet: The largest slice (31%) bets on a moderate high between 10% and 20%.
The Danger: Historically, when the feeling of high reaches these extreme levels of consensus, the market is vulnerable to external shocks (such as the collapse of the Japanese JGB that I warned previously).

They may be "right" on the price, but wrong the motive.

Connection: Why would actions go up if manufacturing is contracting (PMI 47.9)?
The Answer: Because of the $8.2 Billions that Fed injected today.
The Phenomenon: We're getting into a Crack-up Boom (Alta melting) The shares go up in nominal terms because the Dollar is losing value. The stock market becomes a hedge against inflation, not a reflection of real profits.

Here's the trap for the common investor:

If the S&P 500 rises 20% in 2026 (as predicted by Bloomberg optimists)...
But the gold rises 50% (going to our targets)...
You lost money in real terms. You'd be better off holding the metal than the action. The "high" of shares is only the devaluation of the currency in real time.

Don't be seduced by the headlines of "New Records on the Stock Exchange." The Reality: The Fed is printing to keep the system alive. Wall Street knows that, and he's buying shares to protect himself from the flood of money.

My Action: I prefer the Gold and Silver. In a scenario of "inflationary stagflation" (where the Fed prints but the economy does not grow), the Metals surpass the Actions (Equities) by a wide margin. Let retail fight for the 10% of S&P while we search for 100% in Silver.

Game Turned: The Anti-Bullet Wallet.

While Bloomberg sells optimism, we prepare protection. Our members Premium have access to the list of commodity shares that pay dividends and protect against the collapse of the dollar, surpassing the S&P 500.

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