Financials are at a record high in bullishness, while the S&P 500’s revenue beat rate is at its lowest since the fourth quarter of 2016.

Financials Bullishness pic.twitter.com/6tEnWECJJ6

— Win Smart, CFA (@WinfieldSmart) July 25, 2024

S&P 500's earnings beat rate is still healthy at nearly 79%, but the revenue beat rate is currently at its lowest since the fourth quarter of 2016 pic.twitter.com/7QmvLufdG1

— Win Smart, CFA (@WinfieldSmart) July 25, 2024

Where were the signs? pic.twitter.com/66ZdvFydPy

— Michael A. Arouet (@MichaelAArouet) July 25, 2024

The streak of days without a 2% drop in the S&P 500 has ended after 356 sessions. pic.twitter.com/BMS3Ro1Qlf

— Win Smart, CFA (@WinfieldSmart) July 25, 2024