Nasdaq at 21k π π π and S&P500 flirting with a 6,300 - No denying the momentum. But let's not confuse altitude with attitude. Valuations are stretched (P/E at 22.2 vs. 40 yr avg. Of 15.8), and the rally's riding on AI hype & Magnificent 7: earnings. That's a narrow runaway. Retail sales & jobless claims look solid, sure - but tariffs, Fed Drama, & Powell's job security?[Thinking] Still wildcards π. If this is a Bull π market reboot, it's got a lot of macro mud to wade through. My take? [Thinking] Trim froth, rotate into value, and keep hedges handy. The market's dancing, but the music could change fast [Sweats]
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