1-2 Punch for Stocks

Stocks made new record highs once again on Monday thanks to a healthy 1-2 punch.

Punch 1 = Durable Goods report so strong that it lifted Q1 GDP Now estimate from +2.2% to +2.5% all by itself.

Punch 2 = Trump previewing his Tuesday night address to a joint session of Congress. He emphasized national defensive and a "big statement" on infrastructure spending. The latter being red meat for investors.

It is hard to be bearish right now when the economy is heating up and the administration has pro-growth items like infrastructure spending and tax cuts on the agenda. Your next step should be to read this article from Kevin Matras to give you the right mindset to beat the market in the days ahead:

One Little Secret for Big Results

Best,

Steve Reitmeister

Executive Vice President, Zacks Investment Research

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