"US exceptionalism is turning into global rebalancing"
"Tech sector $XLK Short Interest is at the highest level of this decade"
"The market has by no means 'relaxed'"
"Shorts have stacked up record bets against SaaS"
"Earnings growth for the median Russell 3000 stock is at its highest level in four years"
"Our US Panic Index is now a 9.2 / 10 - Going back 10 years, here is what happened after we crossed above 9"
