"The current advance is youthful if counted from April 2025 but mature if counted from Oct 2022"
"Equities have been scaling new highs, but positioning while overweight is not yet stretched"
"The third quarter marks the first time that analysts have increased EPS estimates in aggregate during a quarter since Q4 2021"
"Households, in the aggregate, have a lot of cash on hand"
"While there may be a bubble, the moment everyone spots it may be the moment it is least likely to burst"
"Over past week, significant outflows for equities across board, while most areas of fixed income saw inflows"
