This chart theoretically shows where the market should go between now and 2030.
(I plotted my expected EPS growth line on Q) You can see 2026 I expect nada! (valuations need to reset a little and take a breather) But if valuations do reset & come a little closer to intrinsic value, we could see super solid years in the market for 2027 and beyond. Regardless, there will be a LOT of volatility along the way and the market is not going to follow this in a straight line up and to the right. (the market will bounce above & below the line) BUT! The market will follow it in the long term. Again, this is why longer duration bullish option contracts are much easier and safer. You have this tailwind behind you. Also why CCs suck... You have this going against you when you are rolling up and out. EPS is chasing you higher. Meanwhile rolling portfolio secured sold puts down and out moves EPS in the opposite direction and HELPS you!
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This chart theoretically shows where the market should go between now and 2030.
(I plotted my expected EPS growth line on Q)
You can see 2026 I expect nada!
(valuations need to reset a little and take a breather)
But if valuations do reset & come a little closer to intrinsic value, we could see super solid years in the market for 2027 and beyond.
Regardless, there will be a LOT of volatility along the way and the market is not going to follow this in a straight line up and to the right.
(the market will bounce above & below the line)
BUT! The market will follow it in the long term.
Again, this is why longer duration bullish option contracts are much easier and safer. You have this tailwind behind you.
Also why CCs suck... You have this going against you when you are rolling up and out. EPS is chasing you higher.
Meanwhile rolling portfolio secured sold puts down and out moves EPS in the opposite direction and HELPS you!