Helicopter Ben

(1) Gallup suggests economy starting to gallop. (2) Industry analysts more upbeat on revenues than on earnings. (3) The profits squeeze. (4) The sector margin story. (5) Keeping very busy at the Fed. (6) Pegging the funds rate at zero and targeting inflation at 2%. (7) Ben’s helicopter speech is still the playbook. (8) Could Ben buy Italian bonds? (9) Three more years of unrelenting financial repression (UFR). (10) Housing recovery just a warm patch? (11) Some housing-related stocks may continue to outperform.