Julian Emanuel of Evercore writing. Although valuations remain extended, the market leadership is in flux. The hallmarks of the end of a bull market are not present.Julian joins us now for more. Julian, good morning. Good morning.What are the ingredients needed for the end of a bull market. So the first is signs of a recession. That is the most typical top.And, you know, as choppy as the data is and as much of the negative as you can unpack, you know, the fact is we had a strong jobs report and then the oth ...