- Fed increased fed funds rate.

- Longer duration bonds also spiked up.

- OpenAI lowering the valuation target from 1.4T to 1.2T

- Anthropic lowering valuation from 2T to 1.5T

- Coreweave unsecured debt interest is 16% (CDS default chances 50%)

- Anthropic and OpenAI IPOs delayed

- White house/Trump pictured with all tech leaders (very top-like action)

- Ramp token spending flat for last 2 months (companies want to increase budgets, but not blindly waste money)

- Oil prices are higher as well

- Deficit spending, interest on the debt all going up because all rates are going up.

I mean with all of this. Is it possible for markets to keep going up.

If it is, won't we climb a wall of worry, that can lead to a sustained rally and consolidation.