(1) Positive wealth effects in stock and bond markets. (2) Housing remains a submerged market. (3) Fundamental Stock Market Indicator flashing green. (4) Congressional dropouts handing victory to Gridlock. (5) More confidence in earnings estimates. (6) S&P 500’s earnings fundamentals are on the up side. (7) Profit margin has been remarkably resilient. (8) Tobin’s Q explains why existing home sales are hotter than new ones. (9) Don't rush to Homebuilders, though Home Improvement Retailers may benefit from fixing up fixer-uppers.
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