We knew the U.S. economy was going to slow in January/February. Why?

A) As you can see in this chart from today's Early Look by Keith McCullough, the January/February comps are REAL tough.
B) Those comps (or Base Effects) will only easy from here.

It’s March, don’t forget. And, as always, it’s onto the #NextPlay in our portfolios.

CHART OF THE DAY: Tough January/February Comps Ease From Here - rr el

CHART OF THE DAY: Tough January/February Comps Ease From Here - 4m3BRJhg

CHART OF THE DAY: Tough January/February Comps Ease From Here - large Portfolio Solutions   Generic

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