"The tape isn’t just confirming — it’s over-delivering"
"When Core CPI is above 3% AND rising, the Fed has only cut rates one time"
"The Nasdaq Comp continues to eerily track its mid-1990s bull run"
"Should interest rate relief be delayed, small caps will likely underperform"
Retail flows are marching higher, Pros flows have been trending sideways
"58% of companies raised their full-year 2025 guidance, double the share of firms that did so in 1Q"
