A Once In A 100 Year Investment Opportunity Just Started (Most Aren’t Ready)

Felix Nikolas Prehn, economist and former investment banker, explains why 6 out of every 10 American stocks are already in a bear market while the headline index holds up, why 3 forces are lining up at the same time around the midterms, and what the skilled money is doing about it right now. 💡Don’t Miss the "Midterms Investing Opportunity". Get your free seat for Saturday at https://midtermsinvesting.com 🐶 Get your 30 day free trial to the Winston Metals & Stock App & lock in the Founders Tier at: https://gogetwinston.com 👉 Get your free research report at https://felixfriends.org/midterms The surface looks calm. The S&P 500 is near its highs and the news says everything is fine. Underneath it, nearly 6 in 10 American stocks are already down more than 20% from their highs, and among the chip makers at the centre of the artificial intelligence story it is far worse. The reason the index still looks healthy is that it is no longer really 500 companies, it is about 8 of them, a more lopsided bet than even the dot-com peak in the year 2000. Most of the pain, for most of the market, has already been taken. That is not the top of a bubble. It is closer to the opposite. Then Felix lays out the 3 things arriving together, which he says he has not seen line up once in his whole career. One, the huge wave of artificial intelligence spending is being digested, the fear is now in the price, and the risk is lower than it was a year ago, not higher. Two, the midterm uncertainty is about to clear, and markets hate an unanswered question more than they hate bad news. Three, and the biggest, the people who control the supply of money are turning the taps back on: M2 is growing at its fastest pace in about 4 years and the central bank has stopped shrinking its balance sheet and started buying again. Cheap, plus fear lifting, plus a flood of fresh money, is the setup the most watched strategist on Wall Street just called one of the best of his entire career. Felix also shows why the midterms are the trigger. American stocks have finished higher after almost every single midterm going back generations, averaging around 16% in the 12 months after and around 14% in the 6 months after, one of the most consistent patterns in the whole history of the market, lined up with the most predictable event on the calendar. He explains why the money moves first and the real economy follows much later, why the crowd being this frightened is historically a buy signal not a sell signal, and why the stock market is not a thermometer for the economy, using 2020 and 2022 as the proof. He closes with what the skilled money actually does: follow the money rather than marry a stock, buy quality while the crowd is too frightened to look, stop sitting in cash that the money printing slowly eats, and judge a business on 3 boring questions, are sales growing, are profits growing, and is it making a good return on what it owns. Not a reason to panic. A reason to be arranged properly while there is still time to choose. This Saturday, Felix is running a completely free, live, no-replay training on how to invest for the midterms. Grab your seat at midtermsinvesting.com. About Felix Nikolas Prehn Felix Nikolas Prehn, also known as Nikolas Prehn, is an economist and former investment banker, born in Germany. He is a tech founder: he co-founded TradeVision.io (Acetrader Inc), founded Winston Daily and The Prehn Institute, and publishes weekly on YouTube. He is also a painter and sculptor and a public advocate for animal rescue. Biography: https://felixprehn.com/about Website: https://felixprehn.com Essays: https://felixprehn.com/writing Research profile (ORCID): https://orcid.org/0009-0003-0238-8790 X: https://x.com/felixprehn Felix Nikolas Prehn, economist and former investment banker, on why three forces converging around the midterms create a rare investment setup. Timestamps: 00:00 Six in ten stocks already down 00:32 Morgan Stanley calls best setup ever 02:33 Index hides the real damage 03:35 Eight stocks holding up everything 04:38 Fallen markets signal opportunity not panic 05:08 Where the money goes first matters 07:39 Why midterms trigger market rallies 09:42 AI spending wave being digested 11:44 Money supply taps turning on 12:45 All three forces lined up together 15:17 Crowd fear as a contrarian signal 16:18 Stock market is not the economy 17:50 Cash loses value when money printing rises 18:52 The full setup summarised #FelixNikolasPrehn #NikolasPrehn #Midterms2026