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!