More than $3 trillion of debt in one segment of the economy. @GaryKaltbaum sees uncomfortable parallels to 1999–2000, particularly around circular financing. His read: Wall Street is being remarkably nonchalant about it. Full conversation on the #CommonSenseBull. Link below.

The market first. Everything else second. That’s @GaryKaltbaum’s approach, and it’s why he’s watching yields and credit closely right now. Our full conversation is on the #CommonSenseBull. Link below.

Enjoyed this conversation with @GaryKaltbaum, one of the sharpest technicians in the industry. Gary has helped us evolve our process by keeping us focused on what the technicals are telling us. AI, the Fed, the Treasury, the debt. We cover it all. Link in the reply below.

Our Fed call from a month ago! Did you position your portfolio correctly? "The Fed has to make the economy a little bit less sexy in order for the bond market to get comfortable." — @DariusDale42 of @42Macro The Fed tightens to appease bond vigilantes; expect short-term friction. The play? 100% buy the dip. #StockMarket #TreasuryYields #Inflation

@RyanDetrick: A bull market is like a cruise ship. Once it's moving, it's hard to turn around and hard to stop. Four years old doesn't mean this one's done. Link below. #CommonSenseBull

A 3-5% pullback is always on the table. @RyanDetrick doesn't think this one goes much further than that. #CommonSenseBull

Higher rates aren't the story many are making them out to be. If yields are rising because the economy is accelerating, this market can handle it. New episode with @RyanDetrick of @CarsonGroupLLC. Link below. #CommonSenseBull

Corrections and recalibrations can be healthy for the longevity of a market. @DariusDale42 on why one may be coming, and why he doesn't think it ends the bull market. Link below. #CommonSenseBull

The classic 60/40 buy and hold strategy, in my opinion, is officially outdated. @DariusDale42 and I get into why, and what to do about it, on the new episode. #CommonSenseBull

When @DivesTech calls a tech setup, pay attention. ⚡️ Pounded the table on $MSFT & $PLTR a few weeks ago → both just ripped higher post-earnings. 🚀 Another masterclass in tech coverage. Who caught the move? 📈 #DanIves #Earnings #TechStocks #CommonSenseBull

The tech trade isn't dead, in our opinion. We still favor software and cybersecurity over semis. Bumpy through September, then we think it's off to the races. #CommonSenseBull

Is your portfolio diversified and ready for volatility? It may be time to broaden your portfolio and de-risk your tech exposure. Thanks for having me @remyblairenews

A top moment from our latest episode: @DivesTech on why the coming wave of AI IPOs – SpaceX, Anthropic, OpenAI – is a net positive for the broader market.

Massive honor to have the legendary @DivesTech, one of the sharpest tech minds on Wall Street, as our first-ever guest. We got into the names he likes, the risks he's watching, and what a SpaceX-Tesla merger could mean. Link below. #CommonSenseBull

For those who guessed it – our first podcast guest is the legendary @DivesTech. Watch the highlights from our conversation.

The biggest risk to this market right now, in our view: the Fed. If I had to bet on probabilities, we see at least one tightening move this summer. Our playbook is built for it. Full breakdown in the new episode. Link below. #CommonSenseBull