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Sign In(1) Early bulls. (2) Lots of buybacks and dividends. (3) Fed’s Stock Valuation Model really a model for corporate finance rather than asset allocation. (4) Interest margins and profits. (5) Gross vs. net corporate bond issuance. (6) Birinyi’s numbers. (7) Other inflows. (8) QE myth and fact. (9) The scary correlation. (10) Buybacks-led melt-up? (11) What will stop buybacks? (12) Focus on market-weight-rated S&P 500 autorelated industries.
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