(1) The Fed and Providence. (2) Ben Bernanke and Emily Litella. (3) Back to QE-forever? (4) Fed adds fuel to the melt-up scenario. (5) Pay no attention to the Fed’s talking heads. (6) Transparency can be opaque. (7) Addicted to QE, but driven by corporate buybacks. (8) Life is good. (9) Focus on S&P 500 overweight-rated housing-related industries.
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