Just some noodling over an array of issues including:

• What private sector confidence currently suggests about the stock-bond allocation tilt?
• Is the fuel for Populism fading? 
• Will winning the trade war cause U.S. stocks to lose?
• How have stocks performed once the unemployment rate bottoms?
• What does a 2019 U.S. economic slowdown imply for the 2020 election?
• A nice revaluation refresh for stocks!