Yes, NVIDIA's results are enough to restore confidence as previous bubble talk was hyperbole and comparisons to 1990s were exaggerated.

Recent market volatility coincided with Federal Reserve policy uncertainty, which almost always emerges when there's policy uncertainty.

The fundamentals remain sound with investment spending driven by well-capitalized businesses, and capital markets remain open for borrowing.

This is not a 2026 bubble story - we can assess that as we move into 2027-2028, but investors were premature in their assessment.

Growth stocks should continue to perform well unless we move to a new higher sustained level of global growth.

There's confusion around where the Fed is going and where the neutral rate will be, as we're still in a restrictive environment while payrolls weaken and inflation expectations are contained.

I'm more concerned about growth than inflation, preferring 3% inflation over 5% unemployment.

The Fed should lower rates as easier policy can help move us out of this recent soft patch in the economy.