Friday Investment Talk – Bullish Indicators, Deglobalization

Many indicators are showing a new bullish bias for the market. This could last several weeks to a month, atleast, and maybe longer term depending on inflation and the strength of consumers in the face of Fed tightening.

‘Deglobalization’ makes news headlines. Population trends show a more isolated world, but by all other measures the world is more connected then ever. Information technology is the leading factor in the spread of global trade and integration.