In the Spring, There Will Be Growth

(1) Goldilocks likes spring best of the four seasons. (2) Chauncey’s economic forecast. (3) Q1 earnings season is coming, and it could be better than expected despite upward earnings revisions. (4) S&P 500/400/600 revenues outlook continues to improve. (5) Analysts still revising S&P 500 revenues higher on balance. (6) Earnings expected to grow around 20% for S&P 500 this year. (7) Still plenty of buybacks and dividend payouts to fuel bull market. (8) Consumers have the means to spend more. They also have the confidence to do so. (9) The unemployment rate is likely to fall further.