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 In The Lonely Bull

France voted and catastrophe seems to have been avoided.  A centrist candidate won the first round for President and appears to be well ahead for the final run-off vote.  So, threats to breaking up the European Union from France are now off the table.  Markets are higher and optimism and stability are back.

Investors can now assess the opportunities rather than just the risks. 

Economies around the world have picked up their growth rates.  Business in the U.S. appears on track to have a good growth year. 

The reflation trade, which had come under considerable doubt most recently, is now back.  Expect the broad economy to do well, not just a few sectors. 

Stay steady, my friends.

El Toro Solo

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