Personally I would prefer that you win for the benefit of my portfolio over the honor of picking a win. ;-)
My basis for a bull market (lack luster as it is) is primarily due to the yield inversion not being very dramatic and even then the inversion only provides a look out several quarter from now. We could have a bull market or just range until then. There are a lot of earnings warnings coming out with each passing season. I think money just continues to flow to the winners who continue to show growth. It was like that in the bull of the 90s. Almost all the money flowed into tech because it was growing the fastest. NDX is probably too mature this time around to really show the same drama it did in the late 90s. It time for a new set of fliers to
3 weeks till FOMC. Another .25 to 4.75. That is probably pulling yields on bonds up and flattening the curve from inversion. Falling prices means bond money has to be going somewhere.
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