Lake Winnipesaukee

(1) Six investment strategists and a bunch of PMs. (2) Assorted views from Boockvar, Faber, Hickey, and Shilling. (3) Lakeside consensus on income stagnation isn’t supported by data. (4) Angry Americans. (5) May’s weak employment report doesn’t jibe with record job openings, ADP data, and confidence survey. (6) Earned Income Proxy at record high. (7) Yellen should take a hike in the Grand Tetons ’til summer’s end rather than hike rates. (8) Fed Governor Lael Brainard says easy does it on next tightening move after “sobering” employment report. (9) Brexit and China remain Fed concerns.