After seeing Beyond Meat rally 1,400% at one point this week, there is little question that the is an extreme level of speculation in the stock market.  When you combine this action with the incredibly stretched valuations based on the promise of big earnings at some point in the future...and we're definitely looking at a bubble.  However, they keep inflating for a very long time.  So, in this week's edition, we discuss what we'll be looking for to signal a top...and cover which stocks/groups should outperform in the mean time.