"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"
"Contrary to widespread fears about the economic outlook, key credit indicators are turning more bullish"
