Michael M. Santiago/Getty Images Big-money investors are the most bullish they've been in years, according to a new Bank of America survey. All sorts of indicators are at multiyear extremes as stocks hover near record highs. BofA says traders are getting so overzealous that it's close to triggering a sell signal. It's December and there's something in the air. No, it's not the sweet smell of Christmas cookies and hot cocoa (although that sounds great). It's a wave of unabashed bullishness that's ...

Meanwhile, Evercore ISI finding unprecedented bullishness among clients in its latest weekly market sentiment survey. Let's bring in Julian Emanuel, the firm's senior managing director. Julian, great to have you with us. >> Great to be here.>> So, you were shocked by these results. >> Shocked. So, look, and again, part of it is a function of the fact that contrary to a lot of people's expectations, ours included, September and October were as strong as they were.And frankly, we all know what the calendar lo ...