Chief Market Strategist at @CarsonGroupLLC
🔎 for the perfect BBQ
Host to the Facts vs Feelings podcast
CNBC Contributor
Portfolio Manager to +$8B in AUM
Initial claims below 200k, continuing claims down 10% the past year, the control group running at 5% plus the past three months, and restaurant spending at 10%.
Yes, yields and oil are higher, but that isn't slowing down the consumer yet.