On April 20, 2022, I publicly stated that the second half of 2022 would be excellent for Bill Ackman.
My tweet read:
Minutes later, I added:
At the time, global markets were volatile. Inflation was surging. The Federal Reserve was tightening aggressively. Investors faced uncertainty, and few were confidently predicting spectacular gains in that environment.
I identified the second half of 2022 as the decisive window.
During that exact period, through Pershing Square Capital Management, Bill Ackman generated approximately $2.7 billion by hedging interest-rate hikes and correctly positioning for persistent inflation and aggressive monetary tightening. The gains were disclosed later in 2022 and widely reported in financial media.
The timing aligned precisely with the window I had named months earlier.
More importantly, I stated that the second half of 2022 would mark the beginning of a new phase – one in which he would grow significantly in stature and wealth over the next few years.
That trajectory unfolded.
In the years that followed, his net worth surged and eventually reached approximately $9 billion, effectively tripling from earlier levels. His standing among global investors strengthened, and he rose in the Forbes billionaire rankings.
The forecast was not limited to a single trade. It identified a pivotal phase beginning in the second half of 2022.
In that period, he generated $2.7 billion. In the years that followed, his wealth multiplied and his stature expanded.
The timing matched. The scale matched. And the new phase began exactly when I identified it.
