Trump's spending-neutral plan won't help growth.
If the market is disappointed by a lack of details, it might be read as a push out in timing on fiscal policies vs. market expectations.
Comments on nation's fiscal situation send market down.
Demand is waning; it's time to raise cash.
Trend of decline in deposits is being reversed.
The stock market has priced in materially faster earnings growth, which needs a faster-growing economy.
Growth requires the water level to constantly rise.
The best way to do this is by entering on pullbacks with defined risk.
There are a few concerns with the world's largest retailer.
The current data swirl gives the Fed a green light.

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