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Home > Spoken Word > Just the Facts, Ma’am: July Strategy Update
Podcast: Spoken Word
Episode:

Just the Facts, Ma’am: July Strategy Update
Category: Business
Duration: 00:06:09
Publish Date: 2017-07-20 11:26:05
Description: Each month, I ask myself. What do longer-term equity readers really need to focus on, right now?    Traders just closed out the first 6 months of 2017. What’s my answer in July? I quote Detective Joe Friday, from the old TV show Dragnet: “Just the facts, ma’am”.

(1) What of U.S. GDP growth? This should be a top-of-mind fundamental. On July 6th, GDPNow for Q2 has +2.7%. Final Q1-17 GDP showed modest +1.2% growth.

(2)  
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