"Covid-19 itself is creating shortages in the labor market. If it recedes, this is merely a transitory shortage of labor," Fundstrat said.
"The improvement in market technicals is actually suggesting that underlying trends are getting stronger," Fundstrat said.
The bearish investor sentiment is a buy signal for contrarian investors, as it can often represent fuel for stocks to climb a wall of worry.
With bitcoin block rewards at $10 million per day, the equilibrium between supply and demand will not be balanced unless bitcoin's price moves higher.
Investors' allocations to US stocks eclipsed the level seen in the dot-com bubble and hit a record high of 52% in 2021, Goldman Sachs said.
With the S&P 500 back above its 50-day moving average, the next level to watch is its record high.
BofA expects already bearish investor positioning to help drive a rally into year-end before 3 bearish catalysts knock down stocks in 2022.
"We are not investing enough to meet future energy needs, and the uncertainties are setting the stage for a volatile period ahead," the IEA said.
"The software and services business attached to the EV shift represents a potential gold mine for the company," Wedbush said.
Expiration of the government's student loan deferment program could drive a 70% increase in SoFi's student loan originations, Morgan Stanley said.
"Starbucks Rewards has been a decade long tailwind, expanding Starbucks reach to new customers and increasing spend when it does," BofA said.
"The simple act of reinvesting dividends could yield a total return equivalent to the S&P 500 at 6,000 in 2031," BofA said.
Energy stocks offer an attractive risk-reward profile due to low valuations, improving fundamentals, and increasing capital returns, JPMorgan says.
"The re-emergence of inflation concerns among investors has renewed interest in the usage of bitcoin as an inflation hedge," JPMorgan said.
"We believe Nio provides the visibility of strong volume expansion in the next six months, driven by the upcoming ET7," Goldman said.
"We think even with oil at $130 or $150 equity markets and the economy could function well," JPMorgan said.
Bitcoin last sported a $1 trillion market valuation on May 10, according to data from CoinMarketCap.