(1) Tailwinds and headwinds. (2) Bernanke is reassuring. (3) Dovish Evans is ready to taper QE with the hawks. (4) Federal deficit has been tapered, leaving room for Fed to taper. (5) Lots of commotion in Washington this fall. (6) CFI sectors continue to lead the charging bull. (7) Not much happens during doldrums. (8) Latest earnings season leaves 2013 and 2014 estimates unchanged. (9) Believe them or not: Analysts see more upside for margins in all 10 S&P 500 sectors. (10) Valuations up sharply over past two years. (11) “The Attack” (+ +).
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