(The GDP) doesn't justify the slower earnings picture later in the year. There's a little bit of saving grace in there because we're seeing a strong economy still with no dramatic inflationary prospects.
(The GDP) doesn't justify the slower earnings picture later in the year, ... There's a little bit of saving grace in there because we're seeing a strong economy still with no dramatic inflationary prospects.
It's time to start anticipating a recovery. Buy on weakness and look at tech because I think there will be some good stories later in the year ? the time to be fearful of another major drop in the market is just not there.