TME Weekend: Teflon bull NarrownessThe top 13 stocks have driven the whole of the S&P’s YTD upside with the top five contributing ~70%.Source: Bloomberg The January indicatorSource: Bespoke Nice surpriseSource: UBSThis bull doesn't care about earnings missesSource: Jefferies Yikes for yield curve bearsBreaking belowSource: Macrobond Die prächtige 5 fünfSource: Holger ZHmmm on positioningSource: Goldman What did I miss?