The Impervious starts his redemption tour after a shockingly wrong bear call last Sunday. We discuss SPY ripping past 300 and the prospects of a continued bull run (spoiler: neither of us think this can last). Sean talks forgotten sectors of the market and the potential for a rotation into small caps. We trade thoughts on continued U.S.-China tensions and how to trade impacted names. Finally, picks for the week - CRM, WDAY and SLV.