Andy Krieger's Thoughts on the Market
Actionable analysis from one of the most legendary traders in history.
“A Rising Tide Lifts All Boats”
Thoughts on the Market by Andy Krieger October 26, 2026 I see the Artificial Intelligence boom as a great wave in which many forces arrive at once, some reinforcing each other and some pushing against each other. John F. Kennedy’s old saying that “a rising tide lifts all boats”
Get Ready For Some of the Wildest Markets You Will Ever See
Thoughts on the Market by Andy Krieger October 18, 2026 We are fast approaching a serious inflection point in various markets. I have warned for many weeks that we have serious bubble-like conditions in multiple markets, and I have strongly urged you to start aggressively hedging your equity exposure.
Bessent's Forecasts: Many Misses, A Couple of Hits, and Lots of Negative Consequences
Thoughts on the Market by Andy Krieger Oct 5, 2026 Most of Treasury Secretary Scott Bessent's public economic forecasts over his 20 months in office have missed badly, and the cost is taking quite a toll on his credibility – and the credibility of his office. Among his big
American Patience Is Wearing Thin: Diesel, the War in Iran, and the Economic Pain Reshaping US Politics
Thoughts on the Market, by Andy Krieger September 28, 2026 For many months I have written about the Iranian strategy in its war with the U.S. Iran cannot defeat the United States on the battlefield, and its leaders have never pretended otherwise. Their strategy has been something different: make
