Bob Thompson Predictions
Senior Portfolio Manager, Thompson Investment Partners, Raymond James
Track Bob Thompson'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.
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[5:43] It's still going to I think it we're going to we're going to have a massive run here and it's going to do well. I would prefer if we went up 2% a month, 25% a year for the next 8 years.
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[16:41] I think probably in the next five years most, almost all of the AI companies will be worth zero. There'll be a few survivors. There will be and then they'll do well. They'll do well. But the absolute majority will be worth nothing.
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[20:25] I I I think we are we're I think we're still at 7:00. Uh we got we got a long ways to go for for the mining sector. So, we're not nearly at the end.
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[28:28] Gold. Bullish two years.
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[28:37] Silver. Bullish two years.
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[28:40] Copper. Bullish two years.
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[28:44] Oil. Bullish two years.
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[14:41] interestingly enough on the silver side with it breaking down to 58 today the small speculators always lose it's too bad that's the way it happens in the market but the small speculators have been long silver long silver long overall during this drop and I think this week they're starting to puke it out. So, we're going to start to see the small speculators just sell their positions and get out and that might be a sustainable bottom.
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[14:36] in the long run, as I said, gold's going up a lot, but I pay a lot of attention to what's happening to sentiment in the short run... I think I think it'll be a it'll look good in a few years.
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[19:10] I I'll mention to you that, you know, I I definitely think we're in a bubble. Doesn't mean it's going to break for for AI uh in the next 6 months, but it will break. And when it breaks, it'll be it'll be pretty catastrophic for the sector.
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[20:51] this bull market won't be over until silver's, you know, Eric says maybe eight to one. You know, I'd say, you know, 20 to 30 to1, 35 to1, you should be certainly paying attention to, hey, are we are we getting near the end of the bull market? And we're nowhere near those numbers.
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