This installment of our popular MacroPass™ service for premium members of this Substack comes from technology analyst Fred Hickey of The High Tech Strategist, whom I interviewed last week.
In Fred’s latest highly-respected newsletter, he explains why the AI-driven mania in stocks has “now smashed records for overvaluation”.
He walks through the mounting risk of a painful widespread market correction and pinpoints where he think the damage will be felt most.
But it’s not all gloom. Fred also sees appealing opportunity in other less-loved assets right now and shares a number of companies he thinks could perform well from here, despite the shockwaves an AI correction could create.
But before scrolling to read Fred’s latest newsletter in full, let me give this important reminder:
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To-date the list of contributors to MacroPass™ includes such esteemed experts as Lacy Hunt (Hoisington), Stephanie Pomboy (Macro Mavens), Fred Hickey (The High Tech Strategist), Danielle DiMartino Booth (QI Research), Tom McClellan, Michael Howell (Capital Wars), Darius Dale (42 Macro), Doomberg, Ted Oakley (Oxbow Advisors), Kevin Muir (The Macro Tourist), Alf Peccatiello (The Macro Compass), Lance Lambert (ResiClub), Ed Yardeni (Yardeni Research), David Hay (Haymaker), Melody Wright, David Stockman (Contra Corner), David Brady (FIPEST Report), John Rubino, Adam Kobeissi (The Kobeissi Letter), Sven Henrich (Northman Trader), Jeff Clark (The Gold Advisor), Charles Hugh Smith, Steven Bavaria (Inside the Income Factory®), Chris Whalen (The Institutional Risk Analyst), Felix Zulauf, Jesse Felder (The Felder Report), Brent Johnson (Macro Alchemist), Pieter Slegers, (Compounding Quality), Michael Oliver (Momentum Structural Analysis), Anna Wong (Bloomberg Economics) and Jesse Colombo (The Bubble Bubble Report).
Recent MacroPass™ reports in this series include:
If you’re already a premium subscriber to this Substack, just continue below to access Fred’s newsletter.
But if you’re not (yet), read the start of it below and consider upgrading to premium and access the full version, as well as all past and future MacroPass™ content.
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