Why I’m long the US economy (and millennials will buy cars and houses)

I’ve spent the last year scratching my head over the continued (and rapid) stock market rise amidst government uncertainty at home, geopolitical threats abroad and an increasing and ominous distance from our last recession. Large tax cuts for corporations certainly explain the recent run-up, but what of a near doubling over the last five years … Continue reading Why I’m long the US economy (and millennials will buy cars and houses)