(1) A happy-go-lucky bull market. (2) Don’t fight the central banks. (3) Much obliged to central bankers and corporate finance managers. (4) Cornucopia: No shortage of bonds for yield-hungry investors. (5) Record corporate borrowing despite record cash flow. (6) Adding buyback yield to dividend yield. (7) Financial engineering isn’t a moral issue for investors: It’s bullish. (8) Why have Death Crosses and other bearish patterns been misleading? (9) Sentiment is still cautious, which is bullish. (10) Breadth showing large caps may have some catching up to do. (11) “Spotlight” (+ + +).
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