re: market thoughts...bubble?

We may be in for a slight pull back when first quarter earnings start coming out and they don't quite match reality.

Until then, I think the market is trying to adjust from an interest rate market into an earnings driven market. This long growth/low interest rate environment is a reason why you can't judge the market just for being a little long in the tooth. We haven't seen a market like this.

All this is building on anticipation of Trump's lower tax plan, if it doesn't go through then watch out!