(1) Focusing on the Fed again. (2) Top to bottom. (3) A stiff drink at the end of the day. (4) A more sober perspective from the analysts. (5) Other than missing recessions, they are usually on target. (6) Forward revenues and earnings at or near record highs. (7) Energy has been a drag. (8) More energy in revenues and earnings excluding Energy. (9) Strong dollar not showing up in overseas revenues and earnings. (10) Focus on S&P 500 Financials.
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