Siting Pretty (?) As Summer Begins
As summer begins, it would seem we're all sitting pretty, right? The war with Iran is over (ahem), Israel and Hezbollah have ceased firing on each other, the economy remains buoyant, the stock market remains close to all-time highs and seems giddy enough to go higher and... We'll soon arrive at the 250th anniversary of these United States of America. And with vacations coming up for many of us and the happy weather that so many adore in summer, who can complain? Well, we won't complain. After all, what does complaining really get you? Besides, we've addressed much of the stuff that seems to be feathering our chairs so we can sit pretty in the past. No need to dredge it all up again. Nothing's really changed in our contra-view (if indeed it really is to contra). Those who agree that things aren't what they seem will likely continue to do so. And those who have joined the party, well, why spoil it for them? No, we'll just step back and observe even as we get o...