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Fab Five Fundamentals

Two things can be true at the same time

We are continuing with our Monday series "Fab Five Fundamentals" that takes a look at what is bullish in the markets. This week it even got a little longer. And for all of you that think that we are one-sided and been drinking too much of the bull Kool-Aid, we would direct you to our writing from Friday and Saturday on how stretched the markets are. Two things can be true at the same time - bullish fundamentals and stretched markets.

Did you say bullish?