The Next Bull Market...Time To Build a Business

Good morning everyone.

I am getting that feeling that we can begin to begin the next bull market.

Let me start with this chart I shared a few weeks ago showing the stock market indexes rolling over:

As a stock investor I do not think anything has changed short term, defense is warranted.

But as a seed investor (10 year horizon), I am beginning to look at the markets differently.

Assuming the stock markets (indexes) crash and burn from here, which since posting this chart they actually did in the crypto world and tech layoff world, a lot more people will be in the real world market regrouping and rethinking what is next.

If the stocks markets catch some sort of bottom today, wonderful.

Interest rates are already five percent and the word inflation has been ingrained into a new generation.  The pain of speculation is leaving its mark.  The walking dead allocators are many. Such is the cycle.

But, we have an abundance of networked people and plenty of technology that needs to be reimagined.  

In April 2020, Marc Andreessen wrote 'It's Time To Build'.  It was well timed, but most people decided to speculate.  

Today, I would like to tell people it is time to create great businesses (stop worrying about the size and scale) and start doing the right things.

Let's go.