Are we there yet?

As usual, the news isn’t really the news.?

With everyone talking Barbieheimer, Twitter ‘X’ and the climate gods turning up the oven, you might not have noticed rising stocks (all seven of them) joining the party. Right on cue, and like a van full of kids asking ‘are we there yet?’ murmurs of a 2023 bull market are suddenly louder.

What do you say???

Shall we pull over and check the map?

Eyes Open?

I’m not one to read tea leaves. But when the talking heads sound a little too excited, I’ll go with the advice of English physician William Harvey and let my eyes be my witness.?

If you look close enough – as old fashioned as that sounds – news for factors and the broader economy ain’t exactly rosy.?

Here’s what I see...read more here