AI story and US consumer are the only two things that matter to the markets, says Josh Brown

Josh, the Bank of America global fund manager survey calls sentiment at a Goldilocks bull level. They say the trade war and recession fears have abated. The cash levels have dropped to 4.2% was 4.8% in April.Maybe there's a little more buy into this story, feeling like it's gotten a little better. The thing to understand about the global portfolio survey is that these are people whose livelihoods depend on them not missing out on massive rallies. So, it's okay to have more cash when the president of the Uni ...