I believe the rally will be driven by large tech earnings (Apple, Microsoft). I like your travel component and agree that it is an economic driver that will fall off in the near future.
I do not believe real positive economic change can happen without oil falling.
I do not understand how gold and silver have declined while the dollar has weakened.
I do not know if the gdp numbers are adjusted for inflation.
Excellent write up!
I believe the rally will be driven by large tech earnings (Apple, Microsoft). I like your travel component and agree that it is an economic driver that will fall off in the near future.
I do not believe real positive economic change can happen without oil falling.
I do not understand how gold and silver have declined while the dollar has weakened.
I do not know if the gdp numbers are adjusted for inflation.