Good Monday morning. Late last year Tyler and I published our book “The Big Bribe”, where we focused on the 5 Megatrends that would drive "The Roaring 2020’s” and result in the most powerful bull market since the 1995-2000 dotcom melt-up. These medium-long term themes are in the process of playing out now.

Our 5 Big Bribe Megatrends:

1) Financial engineering; its occurring at all levels (powered in part by AI); institutional/govt, corp America and consumers. Included is the “Great Reset” of a different kind (more on this below)

2) Corporate earnings expansion, driven by the “Innovation/AI Revolution”, which should eventually surpass the euphoria of the dotcom/tech boom cycle.

3) Long term housing boom, powered by consumers in our best financial shape in decades (regardless of the PSYOP of negativity in place designed to make us think otherwise)

4) The millennial generation. 72 million strong (now the largest segment of the population), in the process of inheriting >$7...