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The US economy has now seen 93 straight months of job growth. That is the longest streak in history

00:01 - 10/07/18

What are the markets saying about inflation fears? Just look at the last 90 days: Gold -5.4% Copper -7% Treasuries +2%

The best performing stocks this year, by sector, are cyclicals

What have top decile valuations meant for US stocks historically? NEW POST on CAPE ratios and smoothing earnings over 1-10 years...