What a difference a month can make. In a newsletter we sent out last month to clients we counseled investors not to overreact after the market staggered to the finish line in 2018. As we approached year-end 2018, discussion in the financial press of a coming recession in 2019 was on the upswing. No surprise there: The lack of a trade deal with China, the partial government shutdown, and the general dysfunctions in Washington provided a dark back ground. Add in another inter