Ingredients for the next leg higher

Some additional reasons why the melt-up can continue

Are you tired of being "all-in"? Is the year-end melt-up theses starting to feel a little too consensus? It is hard to add new incremental data-points to the already seemingly unstoppable "perfect bull market", but we will anyhow try. Here is a thread to make you even more bullish than you already are.

Has US macro turned the corner?