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James E. Thorne questions market sentiment as the S&P 500 has delivered close to 22 percent earnings growth.
He highlights that despite this strong profit cycle in modern history, narratives remain focused on fears of an impending downturn. Thorne calls out those warning of collapse, suggesting that optimism may be warranted based on recent results.
Thorne has previously examined how accelerating digital technologies could break traditional limits on S&P 500 earnings growth, according to a recent analysis. He has also discussed the possibility of an AI-driven super cycle and set an S&P 500 target of 14,000 in an earlier discussion. These prior comments emphasize optimism for future market trends.