Jack Bowman

Founder of Bowman Capital Management and market commentator featured on Seeking Alpha, offering analysis on consumer sentiment, tariffs, and tech spending trends.

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Dec 26, 2025 • 7min

Three forces that defined 2025

Jack Bowman, founder of Bowman Capital Management and a keen market commentator, dives into the current economic landscape. He discusses the surprising drop in consumer sentiment alongside rising inflation expectations. The conversation heats up around massive AI CapEx investments by tech giants like Meta and Amazon. Bowman also unpacks the implications of tariff actions and the ongoing trade truce regarding China. Finally, he offers a bullish outlook for the S&P 500, predicting a significant increase by 2026.

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