A Sustainable Meltup?

(1) The meltup question is back. (2) Nothing to fear but a trade war and an emerging markets crisis. (3) Precisely defining terms. (4) Must a meltup be followed by a meltdown? (5) S&P 500 revenues growth remarkably strong. (6) S&P 500 earnings even stronger. (7) Record profit margin. (8) Trump’s tax cuts boosted after-tax earnings, undistributed profits, and cash flow. (9) US equities have been a risk-off trade compared to equities abroad. (10) Mr. Wonderful’s meltup scenario. (11) Movie review: “Operation Finale” (+ +).