"S&P 500 earnings sentiment has improved sharply"
"If everyone is so bearish, who is buying?"
Bitcoin has reclaimed the $100k mark
"The Nasdaq Comp is broadly, and almost eerily, tracking its mid-1990s experience in terms of its bull run & occasional pullbacks"
"EPS breadth suggests that FED should be in cutting mode not pausing"
"Funding spreads declined during the recent rally. This suggests macro investors trimmed their equity exposure on the recent strength"
