Meltdowns & Melt-Ups

(1) Meetings in the Mid-Atlantic. (2) Clinton vs. Trump scenario. (3) An Independent and his followers crash the party. (4) A couple of other interesting political scenarios. (5) In this bull market, meltdowns are followed by melt-ups. (6) Fears of a recession and a 2008-style financial calamity come and go. (7) The latest Da Vinci Code: 1999.99. (8) The Fed might postpone normalizing monetary policy some more. (9) Stocks could melt up in that scenario. (10) Yellen gets her dream scenario and doesn’t want to wake up too soon. (11) Labor force surge and weak wage inflation confirm there’s still slack in the labor market.