Bubbles In Fashion

(1) Yellen makes a statement. (2) A smart-looking outfit. (3) Sign of the times. (4) Fed is monitoring junk bonds and leveraged loans. (5) Equities are fairly valued with a few small exceptions, according to Fed. (6) Senator Coburn makes a good point. (7) Too many bubbles to catch? (8) Bubbles will become more obvious once Fed starts hiking interest rates. (9) The biggest bubble of them all. (10) Beware of “false dawns.” (11) More on China’s credit bubble. (12) Focus on overweight-rated S&P 500 IT.