I'm Extremely Bullish on the Economy — But Hesitant on Stocks

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Despite Friday’s jobs number, which was big, but smaller than expected, I remain very bullish on the economyWe will get JOLTS data this week, and I would not be surprised if there are more job openings than unemployed peopleI believe there is likely a significant “underground” economy at the moment as many people try to maintain enhanced benefits,…

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