Simon discusses how the intense focus on Artificial Intelligence-related themes and the Fed is obscuring other bullish narratives such as improving market breadth, rising earnings estimates and still cautious retail investor positioning. He also looks at the potential for future bond returns to be very competitive with what we might reasonably expect from stocks. He offers a primer on how to understand individual bond particulars. Simon then suggests how MRK,GOOGL and T, for very different reasons, could be potential values at current valuations. 

WIG Stocks: MRK, GOOGL, T 

Non-WIG Stocks: N/A 

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