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BraVoCycles Newsletter
December 07, 2025
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Today, we will examine the relationship between the US CAPEX and the stock market.
US CAPEX vs Stock Market
The US CAPEX (excluding the financial sector) is shown in the upper chart, and the stock market is shown in the lower chart.
Waves in the stock market mimic waves in US CAPEX; CAPEX waves often cause stock market bubbles due to the excitement about a new technological wave.
The peaks in CAPEX often lead the peaks in the stock market, and sometimes these peaks are about coincidental.
The latest CAPEX wave was led by technology investments, especially in the AI infrastructure, and appears to have peaked.
IBM CEO is skeptical that trillions of dollars invested in the data center infrastructure will pay off.
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Market Summary
A choppy week with multiple sharp intraday reversals.
One can say a consolidation with an upside bias, as we expected. . .
To continue reading about what’s next for the stock market, US Markets, Elliott Wave and Technical analysis of US Markets, volatility, as well as commodities, bonds, forex, currencies and crypto upgrade to Premium Pro. . .
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