What Do You Think About the May Retail Sales Report?

May retail sales report was up 17%, right? You can't get an liquidity. That has been a bugaboo for a while. Savings rate is what? Double digits now for the first time in the year. Most people don't want to travel now, restaurants are just very beginning to open. All this is suppressed, purchasing power. My feeling is this is exactly what the stock market sees. And that's why I turned very boy, really late in March and never wavered from that despite what was going on in terms of the shutdowns and all the rest. Also, I made the call in April. The 10-year bond in March is going to be the lowest in