Looking a Lot Like Xmas

(1) Three in a row 3% real GDP. (2) Is the New Normal morphing into the Old Normal? (3) Lots of freight getting hauled on the rails and the roads. (4) Business sales growth is just dandy. (5) Buying retailers on the bad news. (6) Consumers: Solid incomes and manageable debt. (7) Home improvement spending is very strong. (8) Old-fashioned retailers are cheap for a reason. (9) Tesla, solar panels, and batteries electrifying Australia and Puerto Rico.