to me medium term all about 2 things, Inflation and central bank...

to me medium term all about 2 things,

Inflation and central bank balance sheets.

Risk to equities, inflation going up and balance sheets coming down.

Inflation seems to be in retreat. (at least this is opinion in last couple of nano seconds)

Euro central banks dealing with basket case that is Italy, Spain , Greece and an upcoming brexit, don't think they are going to throw petrol on the fire just yet.

Fed withdrawning $50 bil a month (or so the hound reckons), this is subject to change depending on which way the wind is blowing and this is changing. (note inflation above)

Not index bull, I'm probably more a bear without conviction with an open mind.

Good solid models backed by metrics traded short term, play what's in front of you for 'cigger' money, all about 'budget' not 'target' in garage atm.

Could be wrong, probably am but that factored into strategy, strategies job to protect you from yourself, BIG job.

My 2 cents worth, worth about 1c I suggest but waiting for BH to emerge so we can go out and purchase a new bed, I'm just the driver.