Laying Out The Bullish Case

It may seem a bit odd for me to talk about why someone might buy shares on a day when retail sales in the US were down 1.1%. But that's what's been on my mind all morning.

I think the genesis of it is a conversation I had with Jay Pelosky of TPW Investment Management yesterday. Jay is a bull. And he laid out a relatively compelling bull case for me in an…

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