Bill Ackman says 2027 will be an amazing year for stocks as wars, inflation ease — SkimNews
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- Bill Ackman said the Russia-Ukraine and Iran wars, along with elevated inflation and interest rates, are holding back an otherwise “booming market environment,” but predicted an “amazing 2027” if the war overhang ends and energy prices fall.
- Oil prices have pressured stocks in Ackman’s macro case: U.S. oil rose 72% in 2026 and Brent crude surged 83%, while September CPI rose 3.7% year over year and gasoline accounted for over half of the latest increase.
- Netflix dropped more than 5% Wednesday after reporting lackluster advertising and revenue guidance, then rebounded more than 3% Thursday; Ackman deemed content-library concerns overblown, cited an 18-times-earnings valuation and expects mid- to high-teens earnings growth.
- Meta fell 6% Thursday despite better-than-expected third-quarter revenue and strong current-period guidance; Ackman called it “incredibly undervalued,” citing the personal AI agent Muse and investments in compute infrastructure.
- Fannie Mae, alongside Freddie Mac, drew Ackman’s boldest forecast: he said the stocks “will go up tenfold,” called them his most asymmetric investment idea, and said the entities have rebuilt their capital to five times historical levels.
Why it matters: For stock investors, Ackman’s 2027 boom call depends on an easing in war and inflation pressure: U.S. oil is up 72% in 2026, Brent crude 83%, and September CPI rose 3.7% year over year, with gasoline accounting for over half of the latest increase and the Fed keeping rates elevated.
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