(1) Give the credit guy credit. (2) Obama picked the bottom. (3) Fed fed the bull. (4) Ben’s missions accomplished and unaccomplished. (5) Is the big wealth effect just an illusion? (6) Cranking up the asset-inflation machine. (7) Stein’s “overheating mechanism.” (8) Evans: QE could stop before 7% jobless rate. (9) Cleveland’s concerns. (10) Global positives. (11) “Side Effects” (+ +).
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