Good Thursday morning. You know our views. We’re in the Roaring 2020’s and an “Innovation Revolution”, featuring a bull market that will ultimately take the Dow Jones past 100,000 and Nasdaq past 40,000. Buying dips will remain the smartest of smart money strategies. And yes, we’ll be paying close attention to tonight’s Presidential Debate. For all of Trumps flaws, what we know with certainty is that as President he would, once again, have an extraordinary impact on the economy and markets.

In the near term, we continue to look for front-running into July (a highly bullish month)…with massive equity fund flows (new month/quarter)…to pick up speed.Then, Q2 earnings (beginning in 2 weeks) should handily beat analyst estimates, which are already at 9% EPS growth, a 2 yr high. There’s no way I’d be short this market.

Heads up: we’re getting close to issuing a new buy rec on NAIL (3 x Housing ETF). After booking profits of 201% in NAIL in December of last year we’ve waited for the VRA...