A Trillion Here, A Trillion There

(1) Dirksen’s “real money” was in billions. Now it’s trillions. (2) Policy-making trillionaires remain bullish for asset prices. (3) Less bang per buck, euro, yen, and yuan. (4) China’s monetary extravaganza. (5) US government redistributing lots of money. (6) Three central bank amigos on major liquidity binge. (7) Stocks on central bank high. (8) Bye-bye, buybacks? (9) The corporate finance buyback model favors more buybacks. (10) Bond borrowing binge continues. (11) More upside for stock valuations based on corporate bond yield.