Above are my investment recommendations for November 2026.
I sold all of my stocks that were connected to AI in any shape or form a few months ago and went hard on shorting the US economy.
Now my shorts are going up in value, the AI Tech stocks are down between 5% to 26%, and the AI Tech Bubble is bursting as we speak.
The problem is the following...
People have invested $1.8 trillion in AI companies during during the past several years, including $581 billion so far just in 2026.
But many of these companies such as Google, Microsoft, etc have other products that are now under-performing.
Take for example Google's advertising revenues. Traditionally Google made a lot of its money off people clicking on advertising, especially on search pages, but investing in AI results now means that Google's AI response is effectively killing its own business model.
Plus now there's competitors. Grok, Meta, Alexa, ChatGPT, etc. So Google's main source of income, advertising, is slowing down and drying up.
All of these companies have invested heavily in AI, hoping to gain market share in the FUTURE, but they're killing their profit margins right now. And investors are not happy about it. They're questioning whether these companies have overspent on AI, and the truth is YES. Yes, they have.
So now what?
Well, now you sell your AI stocks before the market collapses. Except it is already bursting, judging by the majority of AI companies dropping in value 20% to 26% in the last month. Some companies are less effected, only seeing perhaps 5% to 10% drops.
And then there's Alphabet (GOOG), which is down 12% so far in October. Down because Google overspent on AI, and down because advertising revenue is slowing.
And if that is the state of the market right now, right before the US midterms, what will be the state after the midterms and before the Christmas Shopping Season?
Either Trump will retain power, which seems unlikely given the polling. Or the Democrats will gain power and begin the process of impeaching Trump for his numerous crimes.
Either way the market will be bumpy. And with Christmas approaching, and inflation so high, I expect many people will be spending less this Christmas. By January (when the credit card bills come due) will be the time when the credit defaults start coming in.
So it is just a cluster of economic uncertainty right now, and it will take just a flea to break the camel's back. And what companies will be most effected???
AI Tech Stocks. The biggest bubble will be the hardest hit.
I expect to see more AI stocks fall another 5% to 30% in November and continue that trend in December. By January I expect to see many AI tech stocks down so much that some of them will go bankrupt, or ripe for being bought out. And because this collapse will drag down larger businesses with them like Meta, Alphabet, etc I expect that the market losses will exceed $2.5 trillion USD.
Meanwhile my shorts will become more valuable, edging closer to the time I will sell them.
Note
I want to make this clear. I am not shorting the Canadian Economy. I am fully confident that Canada will win the trade war with the USA because Canada's products (oil, natural gas, pot ash, food, manufactured parts, valuable minerals, etc) aren't just valuable, but highly integrated into the global economy. If the USA doesn't want our goods, we can just sell them elsewhere. Do you honestly think there is no market for Canadian gold, silver, nickel, aluminum and steel? It is quite the opposite. Many other countries will be happy to buy what Canada has to sell.
And Trump's tariffs on Canadian hockey sticks just shows how little Trump knows about the hockey industry.
Above are my investment recommendations for October 2026.
Above are my investment recommendations for September 2026.
Want to learn how to invest properly? Read the books listed above.
Save your money. Many of these books are available from your local libraries.
