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Durable Goods v PMI…. Something Is Amiss

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Employment, Real Personal Income, Inflation…Favorable For Higher Equity Prices

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Rising Yield Curve Means Rising Market

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More Upside Surprises and Upward Revisions

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Economic Signs Continue To Be Positive

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The “Market” Is Not Uniform

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Pessimism and Fundamentals Continue Their Mismatch

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Inflation Steady….Recession Risk Continues to Fall

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10yr to Continue Rising?

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Employment Number Remain Positive

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Interesting Buying Signal

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Be Patient