(1) Financial press is bubbling about bubbles. (2) Yellen doesn’t see any. (3) Summers says we need them. (4) Krugman agrees and wants negative deposit rates. (5) A bubble in Keynesians and their flawed models. (6) Summers says beware of Asiaphoria because slowdowns happen. (7) Another big bang in China? (8) Five-step reform program. (9) China MSCI is cheap. (10) Focus on overweight-rated S&P 500 Transportation stocks.
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