Meltup Medley

(1) It’s beginning to look a lot like Xmas. (2) Santa Claus meltup? (3) Will Republicans deliver honey cake or humbug for the holidays? (4) Solid earnings and global fundamentals driving stock prices up more than expectations of tax cuts. (5) The bulls are all coming home for the holidays. (6) Nothing to fear but unrealistically high LTEG. (7) As P/E goes up, PEG comes down. (8) Gift wrap up some equity ETFs with foreign exposure to give to your loved ones. (9) Movie review: “LBJ” (+ + +).