The housing market is on fire because the housing starts report showed permits exploded and starts were strong again. The housing market was helped by warm weather again.

The energy sector has been in a decline for the last year as energy prices continue to be deflationary. Will deflation end in the energy market and provide some great opportunities for long investors?

Consumer sentiment is very strong, the manufacturing sector is rebounding, and homebuilders are still very confident. On the negative side, the S&P 500’s forward PE ratio is 19.

Stocks continue to make new all-time highs over and over again.

January retail sales report wasn’t great mostly because control group sales growth was revised lower and missed estimates.

Even though it seems like the market is due for a correction because stocks have had such a good run since Christmas Eve of 2018, there isn’t euphoria. The fact that it seems like markets should fall might actually be a reason to buy stocks.