It's all about the revisions

First quarter GDP was revised down:

The economy grew at a 0.6% annualized pace in the quarter, revised down from the initial estimate of 1.3%, the government said in its second estimate of quarterly gross domestic product. It was the slowest growth since late 2002.

This is due primarily to a rundown in corporate inventories and a large uptick in consumer spending. Since we know that consumer spending is going to go into the tank, I think we will have a rough time of it as business work to restock inventories that consumers don't buy, putting downward pressure on both top line revenue growth and quarterly profits. But MasterCard is at $150. today, so what the hell do I know.