Bada-Bing, Bada-Boom

(1) Sonny and Michael Corleone. (2) Improv. (3) Knowing when to walk out. (4) Is this the melt-up? (5) Sell on the tax news, or just go away in May? (6) Consensus 2018 earnings estimates are steady and bullish. (7) Going vertical: Stock prices, our Boom-Bust Barometer, and YRI Weekly Leading Index. (8) From “The economy, stupid!” to “Populism, stupid! (9) Bond spreads widening in Europe. (10) What if Brexit is a success? (11) Le Pen will bring crowbar to Frexit door. (12) ECB getting bada-chinged.