Yelling for Yellen

(1) Is anxiety a prerequisite for relief? (2) More anxious moments ahead for the latest relief rally? (3) If FOMC lowers jobless threshold, there’ll be more upside for stocks and bonds. (4) Yellen speeches tend to charge up the bull. (5) The wings of a dove. (6) Yellen wants to see more “prudent risk-taking.” (7) Lookout! Fed is on the lookout for bubbles. (8) Thanks, Fairy Godmother! (9) How will we know if it’s irrational exuberance? (10) Forward earnings still moving forward to new highs. (11) Focus on overweight-rated IT.