2026 bull market case builds despite volatility, Jeff Hirsch of Hirsch Holdings

In a pivotal analysis that could reshape investor expectations, Jeff Hirsch of Hirsch Holdings has outlined a compelling case for continued market momentum in 2026, suggesting that the recent market reset represents a strategic pause rather than an outright conclusion of the bull market. Speaking exclusively on CNBC, Hirsch anticipates that current market volatility will ultimately resolve with an upward trajectory.

Hirsch's forecast hinges on three critical drivers: enhanced market liquidity, robust corporate earnings, and what he terms an emerging "AI super boom". This perspective suggests that despite near-term uncertainty, fundamental economic indicators remain supportive of continued market expansion. Notably, Hirsch draws parallels to historical presidential term market dynamics, highlighting the sixth year as a potential period of strategic economic positioning.

The analysis gains additional credibility from Hirsch's historical market insights, including his father's pioneering work on seasonal market indicators like the Santa Claus Rally and January Barometer. These time-tested metrics suggest a potential 17.7% average market gain, underscoring the potential for significant investor returns in the coming year.

For precious metals investors, Hirsch's outlook implies a nuanced environment where technological innovation and economic policy could significantly influence market sentiment. The anticipated AI boom, in particular, may drive increased demand for silver in advanced technological applications, from semiconductor manufacturing to renewable energy infrastructure.

While acknowledging potential volatility, Hirsch's perspective remains fundamentally optimistic. His analysis suggests that investors should prepare for a dynamic market landscape characterized by technological transformation, strategic policy implementations, and continued economic adaptation.