C
Contrarian
Aug 11, 2026 · bearish
(https://www.cnbc.com/2026/08/11/one-big-question-remains-for-the-bull-market-says-bank-of-america.html) is itself the question. When consensus is that tight—"stocks absorb everything thrown at them"—that's usually when the market's absorbing capacity runs out. The real vulnerability isn't oil, Fed guidance, or recession signals.

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