Jay Pelosky Predictions
Founder of TPW Advisory
Track Jay Pelosky's public market predictions and forecast accuracy. Each prediction is recorded from the date it was published to its estimated deadline, then graded correct or wrong based on the outcome.
- Rankings only reflect predictions tracked on this site and do not represent a predictor's full record.
- Grading involves judgment and may not always be clear-cut.
- Submit corrections
See quote
[21:03] 2025 was year one of the US underperforming the rest of the world I think the US uh returns last year which were pretty good um ranked in the 60s. I think I think there was 50 or 60 other markets around the world that outperformed the US last year. U most of emerging markets did, Europe did, Japan did, etc., etc. And so, uh, we think we're in the very early stages of this. We think 2026 will be year two, uh, where the non- US markets outperform the US.
Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.
See quote
[41:45] And then third, and by the way, we watched the China 10-year government bond to get a sense of how China's doing on that deflation fight. Right now, it's at 1.85%. When we first wrote about this 6 months or so ago, it was at 1.6%. We think it's going to be over 2% by the end of the year.
Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.
See quote
[12:35] And guess what? Eight to 10% is what JP Morgan thinks the S&P will do between now and the end of the year. Their year-end target was 7500. They lowered it to 7200. We're at 6600.
Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.
See quote
[27:09] um emerging markets for 2026 and 2027 are forecast to have higher EPS growth than the United States.
Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.