If you're betting on a near-term market crash, you're fighting the tape.

Right now, earnings growth is strong — and that's what actually matters. When companies are printing money, the odds favor positive returns. Simple as that.

Too many people confuse their macro thesis with what the market will actually do. The market doesn't care about your narrative. It cares about cash flows and earnings momentum.

Don't short strength just because it "feels" toppy. Wait for the data to crack.