Nothin’ But A Dumb Bear.

More record highs! Triple digits on the Dow, big day for the Nasdaq. You get it.

You’re just nothin’ but a dumb bear.

Smack! Smack!

Crazy fists, I’m comin’ with crazy fists.

This is fine, he’s not doing anything.

The S&P was up for the eighth day in a row (there are so many “the most since” moments going on that it’s hard to keep track of them all):

Upbeat prints on August durable goods and factory orders buoyed the dollar and weighed on Treasurys, as did an ostensibly “hawkish” lean from Williams.

Unsurprisingly (given all of that) it was a good day for the banks:

Netflix soared after raising the price on its most popular service plan by 10% to $11:

Oil rebounded on a bullish read of a meeting between Saudi Arabia’s King Salman and  Putin. “What we are seeing is Saudi Arabia and Russia singing from the same song sheet, both countries praising the producer supply restraint as a means of stabilizing the market and touting the possibility of extending the supply cuts beyond March 2018,” Harry Tchilinguirian, head of commodity markets strategy at BNP Paribas, said.

The pound fell to a one-month low on a number of concerns, not the least of which is that Theresa May “may” have met her political Waterloo with Wednesday’s disaster of a speech:

The Aussie was under all kinds of pressure after an especially poor retail sales print:

Best day for Spanish equities since the day after the first round of the French elections as everyone seems to think that the Catalan independence push is on hold:

And notably, this comes just one day after the biggest outflow from the Spain ETF since 2000:

Oh, and finally, the Nikkei is within shouting distance of breaching 21,000 for the first time since 1996…

… and as you can see, it looks overbought:

But then again, the whole damn world is overbought – with the U.S. perhaps taking the proverbial cake:

Even The Economist gets it…