Don't see the doom and gloom that is being pushed in the media. Consumer sentiment is high. VIX is showing no fear in the market, China trade deals will be sorted and the market cares not about the govt shut down. Brexit could turn nasty but no sign of ugliness yet. A bit of chop and new highs 2nd half of the year.
The everything bubble will pop but but of room to kick the can down the road yet.
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