As of the first quarter this year, ratio of S&P 500’s market cap to nominal GDP spiked to highest since end of 2021 pic.twitter.com/ieovbg0NgG

Rolling 60-day correlation between S&P 500 and Bloomberg Commodity Spot Index has slipped further into negative territory pic.twitter.com/CQJghTWbD1

S&P 500 earnings in '24 are expected to be up 10.3% and another 13.9% next year. Yes, forward estimates can change, but they can also change to the upside. We continue to think this is too low, as the recovery will continue to broaden out. pic.twitter.com/6Qo9SAI70u

Since 2000, the second half of April tends to be much better than the first half for the S&P 500. A few more days next week, but stocks are trying to rhyme here. pic.twitter.com/OKolkrCsPy