Back to Basics

(1) Neither boom nor bust. (2) Secular stagnation caused by several structural problems. (3) Why secular stagnation might be ideal for a secular bull market. (4) The correction camp is crowded with former bulls. (5) Basically another flash crash. (6) Lots of S&P 500 sectors showing good earnings performances. (7) Pockets of strength in Europe. (8) China is a black box with lots of zombies crawling around. (9) India’s PM Modi isn’t delivering on his reform promises. (10) Global oil demand confirms that lower prices are boosting usage and stimulating economic activity. (11) The Fed is confused and confusing.