How Long Can Trump and the Fed Keep The Markets Up?

Updated: Apr 18, 2019

As discussed in my last video, I was in a neutral position. As I write this Friday morning, we have been flat since then, sitting @ 2821 in the S&P. Which by the way is the close on 1/30/18.....#FLAT With Rates down, our interest rate sensitive investments have done well, playing into our low beta theme. At this point we look to buy our favorite sectors on pullbacks and stay nimble till we see a true direction in this market. We have been talking about a slowdown in earnings and inverted yield curves for months, suddenly everyone is jumping on these two bandwagons. Be wary of Big TV, they are always late the game.

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