(1) We miss you, Maggie. (2) Trennert’s TINA. (3) Druckenmiller isn’t buying. (4) Hard to find TINA in equities’ flow of funds. (5) No buying panic for equities yet. (6) Bonds are the only alternatives to zero money market rates. (7) Both bond and stock funds attracting lots of money. (8) Fed’s Stock Valuation Model is driving corporate finance decisions more than portfolio ones. (9) TINA vs. TAPA. (10) Global economic cruising speed is slow, but safe.
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