Consumer Discretionary Blows the Roof Off; Tech Takes the Lead (Again) Dinner w/Chubby – Try the Sherry Braised Chicken By global|2019-02-07T10:13:43-05:00February 6th, 2019|Morning Thoughts by Kenny Polcari| This post was originally published on this siteThings you need to know Consumer Discretionary says a lot about the economyTech taking back a leadership role SOTU was more subdued than some expected – In the end – the usual partisa… Continue → Share This Post FacebookXLinkedInWhatsAppEmail