I haven’t shared links in a couple of weeks and I may be doing so more sporadically because its very hard to find anything worth reading that isn’t political at the moment. Also, the market seems back to the theme it has followed most of the decade; blind resiliency. Earnings season hasn’t been great. Consumer spending is showing possible signs of slowing. Nothing, however, is able to push the market from its current trajectory. Look, we are not complaining about near double digit returns in 6 weeks but we also have to be realistic.
I’m ready for Spring.