Pump It Up

(1) Whatever-It-Takes goes global. (2) Central bankers gone wild. (3) Mandate madness. (4) Delusional macroeconomists. (5) From the Great Moderation to the Great Recession to the Great Deformation. (6) BOJ pumping air into global bond bubble. (7) Draghi’s best-in-class balance sheet. (8) Obama’s subprime solution. (9) Are agency mortgage REITs too hot? (10) Global trade growing, but slowly. (11) S&P 500 revenues expectations rising. (12) Focus on Transportation industries. (13) My favorite robot.