(1) The Golden State. (2) Investors getting their bearings. (3) Lots of unfulfilled bearish scenarios. (4) The Rule of 20 justifies higher P/Es. (5) Near-zero inflation might not be so bullish. (6) Why is inflation so low? (7) Monetarist model hasn’t delivered. (8) Keynesians see slack. (9) Not much cost inflation to push into price inflation. (10) The competitive market model explains it all. (11) Might easy money be deflationary?
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