Look, we've been saying it for months and I'm sticking with it — that 9.1% pullback earlier this year? THAT was your max pain for 2025. Period. Full stop.

Everyone and their brother keeps calling for a near bear market in the second half. Even the bulls are hedging, saying "watch out for H2 '26" — wait, they mean '25, right? Whatever. Point is: we're NOT seeing it!

This market has legs. Earnings are holding up, Fed's done tightening, and America is executing. Yeah, we'll get dips — maybe 5%, maybe 7% — but a 20% bear? Not this year.

Stay long the winners. Stay disciplined. Don't get shaken out by the perma-bears calling for doom that never comes. This is a bull market, folks. BOOYAH!