Top 10 S&P stocks now pricier than dot-com peak, forward P/E hits 30 while rest of index lags at 20. BofA triggers triple sell signal across global markets. Cash levels, breadth, and flows all flash red on Hartnett model

SPX historically drops 2% after similar signals since 2011 According to BofA's Michael Hartnett, #sell #signals have been triggered.– BofA FMS Cash Rule: cash as % AUM in FMS 3.9%. = sell signal…average SPX loss in following most from 15 …

READ MORE

US stocks close to 23x P/E, Ex US 14.3x

US stocks close to 23x P/EEx US 14.3x pic.twitter.com/oAJEKFNdkB — Mike Zaccardi, CFA, CMT 🍖 (@MikeZaccardi) July 14, 2025 I don't normally opine on Bitcoin, but with that candle, along with an RSI over 75 and trading above its upper …

READ MORE

Profitless junk stocks fuel risky rally: Carvana leads the meme stock resurgence. $38M market cap company raises 10x that amount to become a Bitcoin treasury company.

Investors channel 2021’s reckless mania again… WSJ article over the weekend saying that profitless junk stocks have been fueling this entire rally since April:https://t.co/SdspyMwcve"Shares of unprofitable companies have outperformed since early April, and investors are now speculating like it’s 2021" …

READ MORE

First housing, then stocks.

First housing, then stocks. pic.twitter.com/7DxcZmLPfW — Kurt S. Altrichter, CRPS® (@kurtsaltrichter) July 2, 2025 Whoops… ADP job gains / losses. pic.twitter.com/NMW8j88gKd — Fibonacci Investing⚡️ (@FibonacciInves1) July 2, 2025

Waiting to hear the narrative – falling yields are good for stocks because they will push up valuations… Morgan Stanley sees 7 Fed cuts in 2026

Waiting to hear the narrative – falling yields are good for stocks because they will push up valuations… pic.twitter.com/7G1PW53E0c — Michael J. Kramer (@MichaelMOTTCM) June 24, 2025 MORGAN STANLEY EXPECTS US FED TO DELIVER SEVEN RATE CUTS IN 2026, STARTING …

READ MORE