No paywall on this week's post.

SPX hit a record high. The median stock sits 17% below highs.

That's the silent bear market: 7 mega-caps holding up the index.

Falling rates reverse the rotation. We're positioned for it.

Plus a new ABNB breakout, cup & handle breakout above $150, targeting $220.

https://www.mktcontext.com/p/silent-bear-market?utm_source=blossom&utm_medium=social&utm_campaign=newpost

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