Skip to main content

Go 49ers:Quest for Six!

Finally the day which all of Bay Area and for that matter all of America was eagerly waiting is here. The biggest sports day of the year for America (bigger than Olympics) - Superbowl day is here! This year's Superbowl is special for many reasons:

  • First time two brothers are head coaches of opposite teams dubbing Superbowl as HarBowl (as I predicted in my previous blog)
  • First time a team (49ers has won 5 times) has a chance to match record of most Superbowl wins (currently held by Steelers with 6 Superbowl wins)
  • First time a team (49ers) has a chance to have chance of perfect score by winning today's Superbowl - they have 100% record of winning Superbowl. Hence Quest for Six!
  • First time an average cost for 30 second ad would cost close to $5 Million ($3.8 million for TV spot and over $1 million to produce the ad)
  • There are many reasons but for Bayarea fans like us, 49ers playing in Superbowl is happening after 18 years. I remember last time it happened when I was just starting to know how this game is played (10 yards in 4 plays and so on) and was planning to return to India after short stint in USA. 
There is one more reason for America wants 49ers to win today. Last time it won Superbowl in 1995, stock market was up by over 37%. Last time Ravens won Superbowl in 2001, stock market was down by 11%. So if you are investor and cares about stock market returns, make sure to root for 49ers win!
And looks like markets are already predicting 49ers win with DOW and S&P close to their all time highs with DOW most likely breaking that record next week and S&P breaking before Feb month end. What after that? Once these records are broken, markets would take a pause due to upcoming "budget fights" in DC. I won't be surprised if markets even go down by about 5% after breaking records. So enjoy the gains you may have had in your portfolios and watch for volatility in Q2. This weekend, I started watching "House of Cards" on Netflix - if you like politics, this series is for you. Great role by Kevin Spacey.
For now, have a great Superbowl game.
GO San Francisco 49ers!
/Shyam


Comments

Post a Comment

Popular posts from this blog

Clicks to Tokens: Will 2026 Echo 1998's Boom or 2000's Bust?

My "blogging" was in hibernation last 8 months due to my self-imposed restraint given the environment as well as built-in inertia to get started despite so many interesting events and markets reaching all time highs after taking a big dump around "Liberation Day" in Apr...Around that time I had the blog ready that it would be repeat of Mar/Apr 2020 panic and recovery during onset of Covid Pandemic. The hunch happened to be correct and I was glad that I could keep and take some positions which I am still holding especially around AI theme. But that was then...as 2025 is about to wrap up in 10+ weeks, let's look at what's in store for rest of 2025 and 2026. And what's better time than to start writing again just before one of the most important week on the calendar with multiple key events coming up next week... Fed meeting to decide the course of interest rates - it's almost guaranteed that Fed will cut rates by 25 basis points (2nd time in 2025) and...
Post a Comment
Read more

2026: The Year of Convergence – Melt-up, Moonshots, or Mid-cycle Correction?

Happy New Year! After another period of self-imposed hibernation from the blog—partly due to the festivals, travel, intertia and partly to watch the dust settle on a chaotic 2025—I decided to use the quiet of this New Year’s morning to finally reboot.  Looking back at my October post,  “Clicks to Tokens,”  the hunch about the AI theme held firm. We spent much of 2025 debating whether we were in 1998 or 2000. As we enter 2026, the answer seems to be "neither and both." We have the roaring optimism of the 1920s fueled by "Silicon Spirits," but with the high-speed volatility of the 2020s. So, as the calendar flips, what is in store for 2026? Markets may experience melt-up (S&P touching 8000),  with some moonshots (like SpaceX and OpenAI) IPOs or even see mid-cycle correction bringing down S&P to 6000. That's a wide range and will be decided by Four R's... Here are my thoughts on the " Four R’s ":  Rates, Robots, Rotations, and Real Assets. 1. ...
Post a Comment
Read more

Rockets, Relics & Roaring Markets: The $4 Trillion Crossroads of 1927 and 1999

Happy (almost) Summer! After watching Kevin Warsh get sworn in at a White House ceremony two days ago, tracking three S-1 filings that could collectively hoover up more capital than every U.S. IPO since 2022 combined, and watching 26-year-old stock charts finally break to new highs — it felt like the right moment to ask the uncomfortable question out loud. Are we at a party that ends gracefully, or one that ends with the furniture on fire? The market is simultaneously flashing the neon signs of 1999  and  the orchestral excess of 1927. Most commentators reach for the dot-com playbook. I think the original Roaring Twenties is the better map. Here's why... Assembly Lines to AI Clusters Ford's River Rouge complex was the largest industrial facility on earth in the 1920s — raw iron in one end, a Model T out the other. Steel, rubber, and oil became the picks-and-shovels of the age. GE and Westinghouse were electrifying factories and homes. The infrastructure buildout  was ...
Post a Comment
Read more