"S&P 500 earnings sentiment has been very strong over the past month"
"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"
