In a market filled with news feeds and political biases, during corrective periods we urge investors to focus on what is proven to drive the market vs. what many fear will push prices. Ultimately, if S&P 500 (SPX) operating EPS are directionally higher, then any pullback should be considered temporary. Since the U.S. Treasury Yield Curve is not yet inverted, history suggests there should be no recession through 2019, and as a result any pullback should prove temporary.
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