Sell-side Indicator (BofA) is almost on Sell, Vix is still asleep, the Bear Case revisited, FICO massacred | WAYT?

Despite extreme sentiment, narrowing breadth, and a near-sell signal from BofA, hosts argue no credible catalyst yet justifies turning bearish on mega-cap-led markets.

• Sell-side signal nears extreme: BofA's Savita Subramanian's Sell Side Indicator is just 30bps from a sell signal after rising in September, though it's not a hard stop per Josh Brown and Michael Batnick.
• Burry's bear thesis unwinding: Michael Burry's Nov. 2025 claim about understated chip depreciation is being disproven as RenMac data shows older GPUs like the H100 holding value amid continued shortage.

Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.