March ends this week, which means we'll get monthly economic reports showing just how much the U.S. economy rebounded following February's weather-driven slowdown and the ramp-up of COVID-19 vaccinations. For investors, the question is to what degree the good news today and the optimism for the future is already priced into the market. "Running with the bulls can be dangerous," Wilson said on Monday. "At this point, the bullish narrative of a recovering/reopening economy is very much the consensus view.