Jordi Visser(@jvisserlabs):Hot PPI, Hot CPI, 10% chance humanity dies, pause AI, Fed hawkish hike, brent hits 110, 10 yr rates hit highest level since 2007. That is the last week and as of now, SPX futures are down 30bps since 9/9 close. AAII Bear reading hits 53. That has happened 4.5% of the weeks since 1990. Combine that with a VIX below 20, 0.53% of the weeks. Combine that with a bull market defined by rising 50 week mov avg and above it and down to 0.48% of weeks. I won't add in 30+% EPS growth and rising estimate revs with the most important technology in human history. I would say this is what climbing a wall of worry looks like. All this and MAGS about to make new all time highs.

2026.09.17 09:35

Hot PPI, Hot CPI, 10% chance humanity dies, pause AI, Fed hawkish hike, brent hits 110, 10 yr rates hit highest level since 2007. That is the last week and as of now, SPX futures are down 30bps since 9/9 close. AAII Bear reading hits 53. That has happened 4.5% of the weeks since 1990. Combine that with a VIX below 20, 0.53% of the weeks. Combine that with a bull market defined by rising 50 week mov avg and above it and down to 0.48% of weeks. I won't add in 30+% EPS growth and rising estimate revs with the most important technology in human history. I would say this is what climbing a wall of worry looks like. All this and MAGS about to make new all time highs.