Again, the Trump Put is a known, regardless of how Cramer spins it. And who cares, the market dictates policy, always has, always will. Hence the dip buying and the forced conciliatory stance on both sides after the August swoons in the market forced it to be.

I think that opinion is in the majority, sooooo.....?

It’s not all bad news, however. According to a Friday analysis by LPL Financial, the past 15 times that the S&P 500 lost ground in August, the rest of the year saw positive returns every single time.

I factor in most everything, including the aforementioned. You're assumption is with great error.

Gary, I just can't with that last comment my friend. Why you think men differ their tech spending vs. women...

Because a greater portion of discretionary income has been devoted to information technology and hardware since 2010. Look at the data surrounding wireless and streaming which has siphoned sales from department store retail sales and of course, apparel.

Peter Boockvar succinctly explained why in one of his recent letters. The problem is that ‘easy money’ stops working when it becomes normal, as it now is.

"Lower rates don’t encourage borrowing unless potential borrowers think it’s a limited-time opportunity. Which they don’t anymore, and shouldn’t, since the Fed shows no sign of ever going back to what was once normal.”

I'm guessing the bears want their cake and to eat it too. Crying about record level debt, but lower rates won't lead to more borrowing. Ummmmm?

Theres little history regarding tariff implementation and using history isn't likely the appropriate way to rationalize given this the first occurence with a truly globally intertwined economy.

I don't agree with his methodologies, but destroy the economy in 4 years seems unlikely. Much that has been undone and then instituted (tariffs) by the administration can just as easily be undone by the next. He'll back off in due time as noted in the article, just a place cardholder until the time is right.

No, your scope has narrowed to the headlines, I refer you to our full scale research report which identifies the rational behind tariffs remaining and not likely to be removed under the current administration unless...