It’s a bull market in stocks. The bond market is confirming that. Until we start to see evidence that suggests otherwise, we remain in the camp that this is a ‘buy weakness’ environment and not a time to be selling strength. To get 2018 going on a good note, Consumer Discretionary stocks broke out relative to the S&P500. This is one of the most important sectors in America and I believe it is still in a secular bull market.