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?
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