Presidential Super-Cycle

(1) It’s all very subjective. (2) A traumatic experience. (3) The latest relief rally is looking like a melt-up. (4) Donald and the beanstalks. (5) Lots of cash coming from overseas for buybacks and dividends. (6) The valuation multiple could rise further as almost-free money comes back home, after 10% haircut. (7) Bullish sentiment is charging ahead. (8) Joe looks at the first year of the first term of presidents. (9) Economy and earnings were improving before Election Day. (10) Just how much will tax cut boost after-tax earnings? (11) Credit yield spread may tell us when to sell stocks. (12) Welcome to Trump World. Now pick Door #1, #2, or #3. (13) “Nocturnal Animals” (+).