"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"
"Foreign investors are now removing dollar exposure at an unprecedented pace"
"Margins tend to decline before recessions which is not what is happening now"
