(1) A happy anniversary. (2) Sentiment, liquidity, and cash flows are bullish. (3) ZIRP is bullish. (4) Earnings are bullish, and valuation is cheap. (5) The upturn in the Profits Cycle should boost employment and capital spending. (6) The global boom is making a comeback. (7) What's hot and what's not? (8) An old normal employment recovery? (9) "The Ghost Writer" (+). NOTICE: Our Morning Briefings are now available on FactSet.
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