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RE: TIB: Today I Bought (and Sold) - An Investors Journal #303 - Insurance, Solar, German Banks, Steel, Oil Drilling, Oil, Aluminium, Japan
It seems as if we are going to see a melt up in stocks as Q3 earnings look to be pretty good. However, that could drive wage growth somewhat higher which could bring inflationary pressure to margins for subsequent quarters. I also think that 2019 earnings will be challenging given the loss of tax reform advantage.