“Market Bull case • The Fed Market Bear case • Record unemployment • China relations deteriorating • S&P at 20X 2021 earnings • Gold nearing record • Virus treatment effectiveness lies • Virus vaccine timeline lies • Stock buybacks disappearing • Commercial real estate distress” The last nail in the coffin is the retail bag holding developing now and the call to put ratios. Patience bears. Ride momentum up or sit cash, our time will come.Via a user