Author: UPFINA

We went from the longest string of readings with more bears than bulls to a multi-year high in optimism within a few weeks.

Investors are hard wired to ignore big shifts in the market, but you can’t ignore this one because we are faced with a major economic transition

The curve is steepening as it always does early in expansions. The question of when the Fed will hike rates again will come up next year.

If job creation continues at October’s pace, it will take 1.5 to 2.5 years to recover all the losses in the recession plus the ones the economy would have added.