The economy is resilient & dynamic. That's bullish. Inflation is accelerating, modestly. That's bullish, so long as it doesn't turn into high inflation. Forward 12M EPS for the S&P 500 is at all-time highs. That's bullish. Risk-on metrics are robust & participation is expanding. That's bullish. Asset prices, across the board, are in uptrends. That's bullish. Speculation has completely subsided (ARKW, OTHERS, etc.) That's bullish.(Caleb Franzen)