Show Notes:

Bloomberg article – Goldman Sees ‘Wall of Money’ Fueling Stock Market’s Summer Party

https://www.bloomberg.com/news/articles/2024-06-05/goldman-sees-wall-of-money-fueling-stock-market-s-summer-party?srnd=homepage-americas&sref=KaV2wJ0v

Charlie Bilello post from 6/5/24

https://x.com/charliebilello/status/1798184430126944732

Tweet from Hedgeeye on inflation

https://x.com/Hedgeye/status/1798435967579120063

Example of a “heat map” – this one is from the website www.finviz.com/map