"This is the key difference between the Dot Com and AI CAPEX booms"
"Here is what $SPX did each year when it was up the first 5 days"
"Typically, when stocks signifying an awakening of animal spirit behaviors begin leading the stock market, it’s often a signal of a new bull market"
"Wall Street may be 'always bullish' but they also almost always underestimate the S&P 500"
"While domestic breadth has been uneven, global breadth strength has been resilient"
"US-listed ETFs have attracted a staggering $1.4 trillion in 2025, shattering the annual flow record set just last year"