We now have: 1. The biggest technological boom since the internet 2. Ongoing Fed interest rate cuts into the AI boom 3. Trump's impending new Fed Chair announcement 4. $700B+ in annual technology CapEx 5. The end of Quantitative Tightening (QT) 6. Widespread deregulation initiatives by SEC 7. The most market-conscious US President ever 8. $2+ trillion in annual deficit spending 9. 13% YoY earnings growth in the S&P 500 10. The return of global fiscal stimulus What's the bear case here?(The Kobeissi Letter)