Via the BofA fundie survey:
Bottom line: investors entiment bullish, EPS/yields/inflation/EM readings @ recordhighs, cash @ 8-year low, Bitcoin most crowded trade; BofA Bull & Bear Indicator @bullish 7.1; risk correction imminent.
Correction catalysts: Jan FMS says either 1. peak growth on vaccine/virus or China (watch WTI<$46/b), or 2. peak liquidity on higher dollar & rates (watch LQD <$133).