(1) The answer to the question. (2) What would it take to lower the S&P 500’s dividend yield to 1.00%? (3) Two critical assumptions. (4) Buffett weighs in on valuation. (5) Dividend-led melt-up. (6) Will DDM make a comeback? (7) Bond investors like latest negative economic surprises. (8) Weak GDP had strong consumer. (9) Capital spending weighed down by oil-patch recession. (10) ECB, BOE, and BOJ all remain on easing streak. (11) Federal Open Mouth Committee less chatty than usual. (12) Waiting for Yellen to speak from the mountains. (13) “Jason Bourne” (-).
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