I’ve been watching the US stock market’s relentless climb, and the numbers are just staggering. Since March 30, the market has added $7.3 trillion in market capitalization that’s more than the entire GDP of Japan, Germany, and the UK combined. The S&P 500 smashed through 7,000 for the first time ever, and the Nasdaq hit new records.
What’s driving this? A perfect storm of ceasefire optimism, blowout bank earnings, and the AI trade going parabolic. JPMorgan, Goldman, and others crushed estimates. Nvidia, Broadcom, and Meta are on fire. Even with the Fed holding rates steady and oil still elevated, investors have decided that the worst is behind us. The “war premium” is gone, and the “growth premium” is back.
From my point of view, this feels like a classic melt‑up. The speed is what worries me $7.3 trillion in less than three weeks is not normal. It’s driven by short squeezes, FOMO, and momentum chasers, not just fundamentals. The VIX is still elevated, which tells me that underneath the calm surface, there’s nervousness.
I’m not calling a crash, but I am taking some profits. When the market adds Japan’s entire GDP in 18 trading days, it’s worth asking: how much is already priced in? The upside might be limited from here, but the downside could be sharp if sentiment turns. I’ll stay invested, but I’m keeping my stops tight. $7.3 trillion is a lot of new wealth but it can evaporate just as fast.
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