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The sharp rise in the Citi Economic Index could be another recovery head fake. It’s not being confirmed by Bloomberg’s Leading Indicator Surprise index. When these two series diverge, Citi’s surprise index has pointed investors the wrong way.

Michael Kantrowitz cautions that buying high dividend stocks is no longer an inherently defensive strategy as high dividend payers have become more cyclical, leaving them vulnerable to the business cycle. #stocks #dividends

Andy Laperriere highlights that the top 5 Democratic presidential candidates have proposed an ambitious labor agenda with potentially significant implications for the US economy. $stocks #2020Election #Democrats

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