- Federal Reserve – the folks that print the money have given us the “offensive” game plan – LISTEN!!!
- Credit Markets – continue to remain open and capital is easily accessible by both businesses and Households
- Economic – the global economy is stabilizing – while the US economy has a major demographic tailwind (“Millennials”)
- Equity Markets – our S&P500 target of 3,350 (+12%) for 2020, is front-end loaded and looks conservative as long as credit continues to flow
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