Nothing real on the macro front to talk about.
PPI came out and gave the markets a bit of a surprise. Not a significant deviation, but of course, everybody’s afraid again that the Fed is going to continue to tighten…
The markets just bouncing around, looking for a real motivation that PPI didn’t provide. Plus we had this remarkable retail sales figures yesterday.
Certainly consumer credit has gone up a lot over the last year, and that is evidence of that.
Plus I want to walk you through some of the picks that I’ve had over the last few days.
We’ll talk about those and about what I’m seeing today in the video