Q2 Look Back – Source: Fear and Greed Trader

https://seekingalpha.com/article/4184898-s-and-p-500-weekly-update-mid-year-review-different-market-setting-year-need-change-strategy

This is pretty good surface layer summary across different markets, instruments and  geographies.  I did find it, at least through my lens, more positvie leaning than I see.  I will stipulate though that his S&P view works for me UNTIL the herd realizes that the earnings comps in 2019 are going to be  very hard w/out associated revenue growth.  The window of tax change and earnings thru buy-backs and other engineering is closing .. when?  who knows, but i keep preparing for that transition whether it is fast or slow

 

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