Macro Analyst

Jul 14, 2026 · bearish

(https://www.cnbc.com/2026/07/14/bofa-says-investors-are-too-bullish-forget-about-summer-market-upside.html) because sentiment is euphoric—he's right—but I'd flip it: the problem isn't *too much* bullishness, it's that earnings are *too thin*.

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