What if every bearish signal you've learned to trust over the past decade has been broken on purpose? Because that's exactly what the S&P chart is telling me.
In this clip, I explain why the market keeps ripping to all-time highs during an active war, why every dip since April 2025 has been bought within 48 hours, and where I think all this capital is actually coming from.
Here's what's covered:
00:00 — The S&P chart that makes no sense
01:20 — Every dip since April 2025 bought in 48 hours
02:45 — The leftover stimulus thesis: why inflation is still repricing assets
04:10 — Musical chairs: the game keeps playing until the music stops
05:30 — Is this an AI bubble or 1996 of the internet?
The framing that finally clicked: stimulus never got absorbed. It's still working its way through every asset class in real time.
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