Whatever It Takes

(1) Central bankers are less conservative, more progressive. (2) Giving the people more money. (3) Let’s have some austerity, but later. (4) The Fed’s “quantitative threshold” for jobless rate is 6.5% until further notice. (5) Draghi’s amazing verbal intervention is working amazingly well. (6) BOJ is giving Abe what he wants. (7) A more populist bull market. (8) Risk On/Off is the wrong model. (9) Health Care leading the way. (10) Asset Managers are also leading. (11) Transports are bullish on global economy. (12) “Zero Dark Thirty” (+ + +).