Close to 60% of the market gain this year is the Big Tech 7 (this kind of top-heavy weighting tends to foreshadow bad economic events). The yield curve is still

Close to 60% of the market gain this year is the Big Tech 7 (this kind of top-heavy weighting tends to foreshadow bad economic events). The yield curve is still inverted at historic levels. There is something fundamentally very wrong in the US and global economy and it may not have manifested fully yet but it will. We're bullish for now but for how long.