Alex Bloomfield

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[Alex Bloomfield @SpiceBloomfield]

@SteveMatthews12 @johnarnold @conorsen Happened to me. Luckily got tickets on the official resale site. But spoofing definitely occurred.

[Alex Bloomfield @SpiceBloomfield]

@AdamCrafton_ @TheAthleticFC How long did it take from set-off? I’m going to England v Panama on 27th June and taking the bus.

[Alex Bloomfield @SpiceBloomfield]

@kapkap42 I just bought 4 tickets for England v Panama at c. $975 USD each on Vivid Seats. The tickets got cancelled within 12 hours… and the same tickets are now $1,400 USD each.

Clearly spoofing going on by the resellers! B@$tards!

[Alex Bloomfield @SpiceBloomfield]

@FreightAlley The whole point of this massive AI capex spend is to increase productivity at businesses of all sizes that will help them cut headcount. If you think that Govt. will prevent this… then by default the AI capex spend is misplaced and will turn to a bust.

[Alex Bloomfield @SpiceBloomfield]

@rev_cap @evrgn11112231 Mass redundancies when corporates properly adopt AI and employees get displaced quicker than new jobs can be structurally created. Probably about 3-5 years away. But it’s coming.

[Alex Bloomfield @SpiceBloomfield]

@AMeshkati What is your counter argument to his scenario?

[Alex Bloomfield @SpiceBloomfield]

@JackFarley96 If unemployment reaches 10.2% the S&P will be down more than 38%.

[Alex Bloomfield @SpiceBloomfield]

@AMeshkati 3/3

However, for now we are in Goldilocks period.

I am very positive markets will do well in the next couple of years… potentially 30%+ returns in each of the next 2 years.

Stimmy checks on the way, fiscal policy unleashed, lower rates, QE is back… etc.

Time will tell.

[Alex Bloomfield @SpiceBloomfield]

@AMeshkati 2/3

Ultimately you are betting that UE will remain low / tight and that society will remain stable.

However, everything is pointing to higher UE (look at <30 yr cohort), displacement of jobs via AI and social change (Mamdani win in NY).

Will take a few years to play out.

[Alex Bloomfield @SpiceBloomfield]

@RyanDetrick 50% of the US are not asset / equity owners! Even you know that @RyanDetrick… so no wonder pessimism is prevalent.

We’re in Goldilocks zone now. Profit margins will increase, stocks will rise… but the 50% (and growing) get left behind.

[Alex Bloomfield @SpiceBloomfield]

@MichaelKantro What do you think the threshold unemployment level is when markets start to get worried? 6.0%? 7.0%? 10.0%?

I agree… until then unemployment below 5.5% is Goldilocks.

[Alex Bloomfield @SpiceBloomfield]

@biancoresearch We can’t replace 50 millions as quickly as they may be displaced. If the unemployment sky rockets to 10%, 15% or even 20%… there will be pitchforks!

Valuations won’t matter… there will be societal unrest. The stock market would crash!

[Alex Bloomfield @SpiceBloomfield]

@WarrenPies @gubbmintcheese @cvpayne We’ll reach 8,000 in 2026. Perhaps even 9,000 in 2026. 12,000+ by end of 2027.

[Alex Bloomfield @SpiceBloomfield]

@fejau_inc 100% bullish. The data is absolutely going to be manipulated in the years ahead. China been doing it for decades!

[Alex Bloomfield @SpiceBloomfield]

@puppyeh1 Because it’s cold in Sydney between June and August.

[Alex Bloomfield @SpiceBloomfield]

@BittelJulien I think a lot of people are saying that 2026 will be a good year!

If anything we’re in 1995 / 1996… and the next 3-4 years should be excellent for risk assets! Fiscal dominance supported by monetary loosening.

The elephant in the room is the impact of AI on jobs.

[Alex Bloomfield @SpiceBloomfield]

@rev_cap *passed on

[Alex Bloomfield @SpiceBloomfield]

@rev_cap The tariffs are being past on to the consumer and they are paying more for the same goods. Seems logical that retail sales value (by total $) goes up.