Nasdaq Record Highs, Bitcoin Breaks The Bear Market, & The Worst Investment Of 2026 | Money Moves

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Sep 23, 2026

Markets defy uncertainty as Nasdaq records climb, Bitcoin breaks above $86,000, and AI fuels fresh momentum. The discussion explores the Fed’s surprising rate hike, Middle East tensions and oil prices, Trump-Xi trade talks, and the housing affordability crunch. Private credit, tokenized assets, collectibles, and creator-led wealth building emerge as alternative investment themes.

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INSIGHT

The Fed Hiked Into Cooling Inflation

The Fed unanimously raised rates despite cooling core inflation, prioritizing its 2% price-stability target over market expectations.
Ryan Breedwell notes that the 2% target originated as Ben Bernanke’s arbitrary 2008 benchmark rather than a data-proven necessity.

INSIGHT

Why Oil Could Decide The Next Market Move

Oil-driven inflation may prove temporary if Middle East tensions ease, allowing markets to recover even while rates remain elevated.
Reopening the Strait of Hormuz and rising Saudi production could push oil sharply below current levels.

ADVICE

Stay Invested Through A Temporary Inflation Shock

Stay invested in quality equities and interest-rate-sensitive assets if inflation continues cooling and geopolitical risks recede.
The discussion points to tech, long-duration bonds, and broad equities as potential beneficiaries over six to eight months.

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The financial markets are navigating a wave of complex signals, from the Federal Reserve's unexpected decision to raise interest rates amidst cooling inflation to shifting geopolitical tensions in the Middle East. Despite the volatility, equity markets remain resilient, and experts project significant upside as oil prices stabilize and international negotiations advance.

Simultaneously, alternative assets are seizing the spotlight. Cryptocurrencies are breaking out of their bear market ranges with strong institutional inflows, while private credit funds offer compelling alternatives to traditional real estate investing, which is currently facing a 31-year low in mortgage demand.

KEY TOPICS DISCUSSED

The unanimous FOMC decision to hike rates despite core CPI dropping to 2.4%
Geopolitical cooling in the Middle East and its downward pressure on crude oil prices
Market projections anticipating 13.7% growth for the S&P 500 over the next 12 months
The upcoming summit between President Trump and Xi Jinping regarding rare earths and tariffs
Artificial intelligence market dominance and AMD returning to a trillion-dollar valuation
Bitcoin's resurgence past $86,000 and the rising influence of international futures markets
The severe affordability crisis stalling the single-family residential real estate market
The rapid expansion of the private credit market to $2.9 trillion as an alternative investment
The resurgence of the collector economy and real-world asset tokenization

KEY TAKEAWAYS

The Fed's latest rate hike contradicts typical policy responses to falling inflation, highlighting a hyper-focus on absolute price stability over market sentiment.
A cooling of geopolitical tensions in the Middle East, particularly around the Strait of Hormuz, could serve as a massive tailwind for equity markets.
Single-family real estate currently presents one of the most challenging investment landscapes due to peak home prices colliding with 7% mortgage rates.
Private credit is rapidly absorbing capital from traditional real estate investors who are seeking steady yield without the friction of property management.
Cryptocurrencies are seeing renewed institutional support and international inflows, signaling a potential long-term breakout from recent consolidation.

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