Last edited Tue Apr 28, 2026, 12:02 PM - Edit history (1)
And I will state up front I am neither a financial advisor or an accountant, just someone who watches future trends:
* I'd recommend diversifying into foreign investments at this point; my sense at this point is that the tech sector right now is circling the drain, and it is quite literally about the only thing keeping the major indices afloat. OpenAI and Anthropic are both being forced to reprice their token usage costs as external expenses rise even as additional investment seems to be waning - mostly trading in kind for in-kind, not cash infusions. I'm not necessarily seeing a sudden sell-off, but I do think there's going to be an attempt at a steady deflation of the buble as burned investors try to get out of the market (especially those outside of the US).
* Inflation is now hitting consumer prices, and this is going to continue to climb. It takes a while for inflation shocks to really make their way into prices, but gas is now up about 12-15% in general.
* If you listen to the US MSM, we're winning the war, but what's emerging from more unbiased coverage is that the US is losing leverage daily, and the US military took a much bigger hit than the media is letting on. The effects of that are going to be making their way into the supply chain by summer.
* It's going to be hard at this point for the federal reserve to reduce interest rates in that kind of economy (indeed, more economists are now pricing in interest rate hikes), and that's becoming a big drag in terms of both market speculation and economic activity. I think that will negatively affect the tech sector as well.
* I'd invest in the market with discretionary funds that you're willing to lose, but I think that at this point I see the market largely drifting until after the election.
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