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The “Market” Is Not Uniform

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More Good News…Truck Tonnage Rises

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Retail Sales Higher, Past Reports Revised higher

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Pessimism and Fundamentals Continue Their Mismatch

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New Orders & Retail Sales Motor Vehicle & Parts vs Lt Weight Vehicle SAAR and the Manheim Index All Positive

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Why Are We Continuing To Raid The SPR?

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PRESTO! Now It’s A Bull Market

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10yr to Continue Rising?

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The Great Myth: Oil vs Inflation

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Pessimism Still Rising

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The Disconnect

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The SPR Drain Resumes….43% Gone

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SPR Drain Resumes

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Employment Number Remain Positive

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Interesting Buying Signal