(1) Ominous articles about buybacks. (2) Sensationalism boosts click-throughs. (3) The link between buybacks and bonds. (4) Nonfinancial corporations reporting record cash flow and liquid assets. (5) Mind the gap between earnings yield and bond yield. (6) Institutional investors having been selling equities. (7) ETFs remain big buyers of stocks. (8) Tobin’s Q shows stocks fairly valued. (9) Buffett’s ratio is bearish. (10) Is Buffett overvalued?
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