Job market improving....

Where we're at:

Dow: 17086
s&p: 1987
10 yr: 2.46
VIX: 11.52
s&p P/E: 26.28

1yr: 9.2

mix:
equity: 37
bond: 41
cash: 22

Interesting July, so this month spouse and two peers are changing jobs locally (sales and IT).  So maybe our 'personal' economy is improving.  I'll miss my peers, but it was probably time for them.  In the 16 months that I have been here, the whole team has turned over.  I'm now the most tenured on the team.  Weird.  Not sure what happens now, probably a team of contractors.  Before the second person left, the department threw some money at me, a nice bonus and a raise.  Both firsts since I arrived, I'm happy with the comp and they let me do unstructured data work, so I like the place.  It's just unsettling, the amount of turnover.  My peer from CSNA e-mailed and told me my spot was still open and asked if I was interested, we'll have lunch on 8/1.

TXT released their 2nd quarter results this week, they had an earnings beat and the tone of the call was cautiously optimistic, as it has been for 4 years.  The stock is still  hanging around 40 with a p/e of ~23.  Still seems high to me and with no dividend, no reason to hold it.  Glad I sold our US small caps in January and bought ex-US small caps.  They have had a nice run.  It seems like the market will still here until the Fed withdraws support (2015?)

I started a data science specialization in May, I'm 3 courses in.  Very interesting and I'm enjoying the learning.