A quick heads up:
Big show on Kudlow & Company tonite, from 5:00 to 5:30 pm. Its for three or so segments of the show, and we will be discussing why this is hardly a Goldilocks Economy, and the issue of Headlines versus Underlying Data.
I’m told this will be a free wheeling debate on the state of the economy: Inflation, GDP, Retail Sales, Bankruptcy, Real Estate, Savings Rates, Yield Curve, Account Balances, etc.
I guess I’m there as the realist/Bear;
I don’t know who will be channeling the ghost of Spiro Agnew will be Brian Wesbury . . . Noah Blackstein of Dynamic funds will be the Neutral rabid Bull.