No Rest for the Bull

(1) From high-flyers to laggards and back? (2) SMidCap correction pushes LargeCap to record high. (3) Meltdown in melt-up stocks is healthy. (4) A broader melt-up wouldn’t be healthy, but it’s still a highprobability scenario. (5) Buybacks, M&A, and the Great Rotation could drive valuations back up. (6) Industry analysts more upbeat on earnings after better-than-expected Q1. (7) How do you say “New Normal” in Chinese? (8) Deflation and job losses at China’s factories. (9) Less bang per borrowed yuan. (10) No bull in China.