The economic calendar is a modest one featuring the JOLTS report and inflation data. NFIB optimism and Michigan sentiment continue to be important since confidence is part of the current economic issue. The relative lack of economic news leaves plenty of time for the punditry to offer “explanations” for each 1% market move. The main competition will be the developing political stories. As I frequently emphasize, we should not base our investment decisions on our political views. That said, the savvy investor cannot ignore public policy. Elections and policy consequences can dramatically affect our investment