Erik YWR, a global investor and author of the Your Weekend Reading Substack, argues for a bullish outlook on the stock market, claiming the S&P could reach 10,000 by 2027. He points to strong fiscal spending, impressive corporate earnings, and a revitalized banking sector as key factors. Erik explores the technological wave in AI and chips, emerging market dynamics, and potential dollar weakness boosting global growth. He also warns that rising energy prices could pose a risk, yet remains optimistic about continued consumer strength driving expansion.
