My Mrs notes that I get a bit "focused" sometimes.
George Soros is my current focus.
"Every bubble has two components: an underlying trend that prevails in reality and a misconception relating to that trend"
The misconception to me is that the FED controls the stock market with interest rates and that fundamentals no longer matter.
SPX and EPS- the last two big bears match pretty well. Something to note though is the SPX falling in advance of EPS right now.
I think the data lags but lots of EPS data is already out now. This happened at another interesting time in history.
https://www.macrotrends.net/1324/s-p-500-earnings-history
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