What's been more bullish in the past: rate cuts or rate hikes?

The S&P 500's CAPE Ratio has moved up to 40, its highest valuation level since September 2000

Total assets in money market funds have hit a record $7.7 trillion, tripling over the last 8 years.

AI inference workloads are expected to overtake training workloads in the years ahead

Massive inflows to momentum funds.