Attitudes have shifted in 3 major ways 💥

Plus a charted review of the macro crosscurrents 🔀

An AI-generated image of tides turning.

Stocks closed higher last week with the S&P 500 jumping 2.6%. The index is now up 14.8% year to date, up 23.3% from its October 12 closing low of 3,577.03, and down 8.1% from its January 3, 2022 record closing high of 4,796.56.

Back in February, I wrote: “Attitudes are on the cusp of shifting in 3 major ways.”

I thin…