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Michael Kantro highlights that investor sentiment toward stocks remains positive, as indicated by continued bullishness.
He refers to the latest survey data where the blue line represents those expecting stocks to rise.
Kantro recently observed strong performance in small-cap stocks, citing market broadening for the first time since 2021 in a prior report. He also noted that housing is no longer a major drag on the economy, referencing 2025 data supporting 2026 manufacturing in a separate analysis. Both developments come as investor sentiment toward equities remains elevated.