Everyone is super jittery and worried about a top. As we enter into a bubble there will be signs of froth. That is to be expected. All that matters is: 1. Trump wants to run it as hot as possible 2. They have incremental levers to pull to increase the temperature Let this be your north star. Many of you seem to have forgotten what a real bubble feels like. As long as the two conditions above are true, the bubble will keep growing. Take a deep breath and stay long.