"LinkUp just forecasted that the U.S. economy lost 5,000 jobs in October"
"Companies offering negative surprises have been heavily, heavily punished"
"When a cycle doesn’t follow its usual pattern, it says something about the underlying trend"
"Today, the US government shutdown officially became the second-longest in history"
"This is what we generally want to see in the later stages of a cyclical bull market"
"Pay attention to what consumers and executives do, not just what they say"