Capital Market Audio: 2025-2028
Research: audio
Select Takeaways
1) Gold: $3,600 by 2028
2) Valuations: P/E will decline. Market PE’s re-treating relative to real growth. International geopolitical risks will shrink what the market is willing to pay per earnings. The market P/E will decline.
3) Artificial Intelligence: Earnings booms unrelated to revenue growth with occur in selected industries due to deployment of enterprise artificial intelligence solutions that hit market sweet spots for earnings growth and employment reductions.