"There are good reasons to expect weaker corporate earnings in the months ahead"
"The chart that says a thousand words (with implication on trade war)"
Roughly 10% of S&P 500 stocks trade at a >10x P/S multiple
"Retail is back."
"The 'Big Money' is very bullish on risk assets, which one can read as good or bad for stocks"
"Today, bulls are LOWER than we'd expect given $SPX, that tends to be bullish"
