35% S&P 500 reports this week, and some key housing, consumer inflation data = expect upward bias in "grind." Leading food + shelter indicators point to disinflation suggesting >80% CPI in disinflation by summer.

Be sure to catch our webinar this week on Thu April 27th, where we discuss signs supporting the end of a bear market.

Last week, I attended an investor dinner which included a senior partner at a venture capital firm and investors with extensive operating experience (running businesses).

Overall, it was a great conversation covering AI, autonomous driving, energy policy and of course the regional bank crisis/CRE decline. The VC made several great points on autonomous driving and the high probab...

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