Outside The Semi-mageddon, Chipocalypse & Magnificent Meltdown, The Rest Of The Market Looks Pretty Wonderful...For Now
Hacked?
We know what you're thinking: "The Market Ear has been hacked by the bulls." Not quite.. We remain skeptical of plenty of things. But markets are rarely one-dimensional. Look beyond the recent AI sell-off and the picture suddenly looks very different. Breadth keeps improving, fundamentals remain exceptionally strong, macro surprises have turned positive again, and corporate America is preparing another wave of buybacks. Maybe this is the fuel for the next leg higher. Maybe it's simply "peak good news." We'll let you decide.