Almost the same game plan in 2018

The central gamer is to avoid blue in Q1 of the New Year.  Q1 one at zero does not a blue bar make.

Big things to watch:

• California stumble, cross your fingers and wish Jerry good health.
• Natural disaster cost, expect to write off a third of GDP growth.
• Tax season,  a one third of GDP growth in accounting costs this time of year.
• Tax volatility.  Watch another one third of income get moved around in uncertain ways due to the tax law
• Higher Obamacare taxes
• Congress fails resolutely to continue because of high interest charges.
• And pension stampedes.