Markets are experiencing a mini summer rally as we approach July 4th and the year's halfway point, says George Seay of Annandale Capital. He says some thought we were expensive and due for a pretty significant pullback, but so far that's been wrong. He points out if the 10-year Treasury stays under 2% and bonds deliver 0%, then stocks are the only game in town. He is watching the inflation rate. He thinks the good times will continue to roll for at least some time.
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