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Sign In(1) The most bullish and bearish President ever. (2) S&P 500 cyclical sectors performing best ytd despite protectionism. (3) S&P 500 defensive sectors notch worst performance ytd because of rising bond yield. (4) SMidCaps outperforming LargeCaps on fears about global economic outlook. (5) Yet Dr. Copper may be turning more bullish on global economy. (6) Q1 data for nonfinancial corporations shows a 36% drop in effective tax rate. (7) A short users’ guide for the GDPNow model. (8) Mary Meeker’s excellent slide show.
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