Consumers & Their Confidence

(1) Weathering the weather. (2) Confidence about “now” is at cyclical high. (3) Jobs are more plentiful and less hard to get. (4) Jobless rate may be doing its job well. (5) In the spring there will be growth, and more retail sales. (6) No clear theme in performance of S&P 500 sectors ytd. (7) A year for stock pickers. (8) Pick stocks in sectors with rising earnings expectations. (9) Health Care and Industrials are standouts.