"Ever since the S&P 500 broke out to new all-time highs, the bull market playbook has been in full swing"
"Individual Stocks are not overbought — unlike at previous tops of significance"
"The IPO market logged the busiest week since 2021 this month"
All 4 major indices hit new all-time highs today in unison for the first time since 2021
"There are two economies in the U.S. right now, and they are moving in different directions"
"In plain terms: investors are not long enough"
