(1) Weekly leading indicators are upbeat. (2) Fed’s policies distorting market-based signals. (3) More buybacks and more upside for stocks. (4) Record dividends boosting inflows into stocks. (5) Lots of cash in corporate income statements and balance sheets. (6) Why are corporations borrowing so much in the bond market? (7) Is Tech getting commoditized again? (8) Global demand for chips dropping.
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