A wave of caution swept through markets in the first week of November, thus putting a chill on the latest rally. Nonetheless, we remain guardedly optimistic for above average returns during the nex one-to-three months.

What’s the matter with these people? Trump says the economy is humming.

The Trump administration is flooding the financial system with money whether it be in the form of fiscal spending, stimulus checks/ helicopter money, or monetary easing via the Fed. All of this is highly inflationary.