For this week's message I'm thinking I'll share with you the titles to each of January's entries, and close with my synopsis of the underlying message.
Here you go, beginning with the most recent: click anywhere on the list to enlarge
I can sum up the character of January's data with one word: "mixed".
As all of this relates to stocks, given what's inspiring market moves these days, "mixed" is good.
"Mixed" keeps the world's major central banks at bay, which of course bulls
With regard to the latter, the blame of a decisively worse scenario at this juncture will land directly in the laps of the world's uprising populist-minded (left or right) politicians -- and rightfully so! And of course politicians, be they populists or otherwise, are first and foremost politicians. Policies (U.S/China trade war, hard Brexit, threatened tax hikes and tightened regulations, etc.) that can be fingered for bringing on a global recession before its time will spell utter destruction for the political careers of their authors. And, make no mistake, they know it!
Have a nice weekend!