A growing disconnect between #stocks (green) and the bottom-up next 12 month analyst EPS estimates (blue).  Per the street, #SPX500 will make the same EPS in the next 12 months as it did in Oct '17, but back then the #SPX500 was 2,562. Today 3,302 or 29% higher. Source: @FactSet https://t.co/I2O7LchxKd