US market is at record highs, however deteriorating consumer confidence, small cap earnings as a percentage of Russell 2000, and economic surprise index could be signalling peak US growth in Q3 2018.
Read More
The Best Labor Market In 21 Years?
Unrealistic Stock Return Expectations
Continued Strength Of US Consumer?
Junk Is As Good As Gold
No Corrections In 2021?
Historical Stock & Bond Returns
The Consumer Is Ready To Spend
The Economy Is Getting Back To Normal?
The Stock Buybacks Are Coming
The Factor Rotation Isn’t About The Fed