Since the April bottom that followed some tariff confusion, the Dow Jones is up 27%, NASDAQ up 53%, and S&P up 37%. We don’t have a lot of official numbers because of the government shutdown, but I’m gonna go by the huge stock market performance. It’s telling us there’s a boom ahead. We may already be in it. And it’s backed up by Trumpian economic policies. And it’s also telling us that profits are strong — and profits are the mother’s milk of stocks and the lifeblood of the economy.In particular, there’s a CapEx boom throughout all business. And much of that is from the immediate cost exp...

1 month ago

On HALO