Skip to main content

2019: Culmination of Avengers, Thrones, Starwars and Markets?

It's Avengers Mania across the board with movie breaking all records in multiple countries (even in non-English speaking countries like India and China) and already collected over $1.2 Billion in 3 days! That's a juggernaut which would rule the box-office for next few weeks and would easily cross $2 Billion in matter of days. Looking at similar "culmination" events, 2019 turning out to be year of culminations. Let's look at these:

  • Starwars: Started in 1983 and after 8 movies, final episode is coming Dec 2019. So this saga is wrapping up after 36 years of fan-mania. It would be interesting to see if it will break "End Game" records.
  • Avengers: It started with first Ironman Movie in May 2008. After 21 movies over 11 years "Avengers: End Game" brings all stories together. While this may be called as "End Game", I am sure Disney/Marvel will keep on churning new superhero movies. Now it's just matter of time, if there is Marvel and DC superheroes come together to save the galaxies at some time in future. Given expanding world of Disney, I won't be surprised if it happens over next few years
  • Game of Thrones: This expansive and most popular cable series started in 2011 and after budget of nearly $10 million per episode (means more than $500 million cumulatively), it will wrap up with movie style (1 hour and 20 min) runtime in May. Even in today's world of streaming and countless choices, GOT has created buzz similar to last season/episodes of MASH, Seinfeld etc. What's next? AT&T (which owns HBO) must be planning multiple spin-offs of GOT
  • Markets: Markets are on its 2nd longest bull-run and in Q2 it will become longest bull-run on record. While one can never predict when this bull-run will be over, it's reasonable to assume that as election cycle gathers momentum, we would see markets taking a pause in summer and potentially make one last run towards all-time highs towards end of 2019 before having a shallow bear phase in early 2020. Till then enjoy the ride since markets will reach all time highs with S&P potentially breaking 3000 in next few days.
There is something about the timing since coincidentally all of these started in Spring (Starwars: May 1983, Avengers: May 2008, GOT: Apr 2011 and Markets: Mar/Apr 2009). No wonder there is a term called "Spring Fever"

It's time to go and enjoy Avengers Movie!
/Shyam

Comments

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...

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. ...

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 ...