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Sentiment and Data Not Matching

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Flush Money Market Funds Typically Mean Rally

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Employment Data Signals Continued Expansion

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Real Personal Income Rises

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10yr/Mortgage Ratio Implies Market Rise Coming

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The Turn is Coming

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SPR at 40yr Low, Purchases Cancelled, Iran Attacks Israel, What Could Go Wrong?

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Everyone Expecting Rate Cuts…….Are They Necessary?

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PMI Ruling Sentiment

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Construction Spending Still Rising

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Recession? Not Today, But……

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Real Personal Income Continues Uptrend

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LEI Falls Further

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Durable Goods Orders Holding

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Consumer Credit Defaults Remain Low

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