(1) Calling on accounts in KC. (2) Institutional investors are mostly neutral. (3) Consensus: Stocks aren’t cheap, and earnings growth is weak. (4) A widely ignored adage. (5) Flat trends in Es with plenty of volatility in P/Es. (6) Some angst about ETFs. (7) Will corporate finance activity continue to be bullish for stocks? (8) FOMC: The difference between “participants” and “members.” (9) SEC sending out reminder letters warning companies to mind the GAAP. (10) “The Man Who Knew Infinity” (+ +).
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