Very Interesting!

A reason to consider adding cash to your bigger financial future investment accounts, in two simple charts.

This first chart is from Yardeni Research, and it charts 2026 forward earnings for Corporate America, meaning for the full year of 2026. Make special note of the red line as it represents the S&P 500.

Observe the earnings are estimated to be well over 100% from just six years ago.

In this second chart from the American Association of Individual Investors (AAII), you can see that almost 66% of investors surveyed, have a negative outlook for investments over the next 12 months.

Make special note of the pink line. Since 2002 we have only seen negative readings this high on five other occasions.

Nearing the end of the Tech Bubble Bear Market in 2003

The Global Great Recession in 2008 to 2009

The Covid Global Shutdown Pandemic

The end of the 2022 Bear Market

The Tariff Day Panic sell off one year ago last week

And – now.

Conclusion: Corporate America has the earnings growth afterburners on 100% and investors remain fearful.

Not only that,  these fearful investors have over $8.5 trillion in cash accounts while they wait for the “all clear” bell. (Source: US Federal Reserve).

There has never been and never will be an “all clear” bell. But these two charts and all that cash are strongly suggesting “all clear” is already here.

I did not say market valuations go straight up, and I did not say without volatility, yet the data flow suggests the good old USA has a very bright outlook. 

As always, I am interested in your thoughts, comments, and questions.

Respectfully,

James O. Lunney, CFP®

CERTIFIED FINANCIAL PLANNER™ Professional  

*The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.  To determine which investment(s) may be appropriate for you, consult your financial advisor prior to investing.  Investing involves risk. Loss, including loss of principal, may occur. No strategy assures success or protects against loss. All performance referenced is historical and is no guarantee of future results.  All indices are unmanaged and may not be invested into directly.

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