What does Tom Lee mean by 'extinction events' impacting markets?

Tom Lee uses 'extinction events' to describe significant, disruptive crises like the COVID-19 pandemic and rapid inflation that have severely tested the market.

Why is AI considered crucial for the US economy in 2026?

AI is seen as essential to overcome a long-term US labor shortage, boosting efficiency and productivity to compensate for fewer available workers.

Is Tom Lee still considered a 'permabull' in 2026?

Yes, Tom Lee embraces the 'permabull' label, citing his past accurate predictions and his optimistic long-term view on market resilience and innovation.

Home / Business and Economy / 2026 Bull Run: Analyst Sees 'Coiled Spring' After Crises

2026 Bull Run: Analyst Sees 'Coiled Spring' After Crises

6 Jan

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Summary

Analyst predicts a bullish 2026 due to suppressed investor sentiment.
Six 'extinction events' have tested markets over the past four years.
AI adoption is key to overcoming a long-term US labor shortage.

2026 Bull Run: Analyst Sees 'Coiled Spring' After Crises

Markets are poised for a strong bullish outcome in 2026, according to a top analyst, following a challenging four-year period marked by six major "extinction events." These crises, including the pandemic and rapid inflation, have made investors cautious but have also set the stage for a potential rebound. The analyst suggests that current market skepticism is a contrarian indicator, signaling an opportune time to invest.

The anticipated boom is significantly fueled by the technological advancements in artificial intelligence. This is particularly relevant given the United States' entry into a long-term labor shortage era, projected to last until 2035. AI adoption is seen as a crucial solution to bridge this gap and enhance productivity, much like the historical impact of innovations such as flash-frozen foods.