The economy is resilient & dynamic.

That's bullish.

Inflation is accelerating, modestly.

That's bullish, so long as it doesn't turn into high inflation.

Forward 12M EPS for the S&P 500 is at all-time highs.

That's bullish.

Risk-on metrics are robust & participation is expanding.

That's bullish.

Asset prices, across the board, are in uptrends.

That's bullish.

Speculation has completely subsided (ARKW, OTHERS, etc.)

That's bullish.

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