Panic Attack #62?

(1) Panic Attack #62 or something more bearish? (2) Unlike past selloffs, there are lots of explanations but the main cause is elusive. (3) A broad consensus: the 10-year US Treasury yield is going to 4.00%. (4) Dow Vigilantes vs Bond Vigilantes. (5) Policies in conflict: Supply-side fiscal stimulus vs Fed’s monetary tightening. (6) Saturday morning with Jim Cramer, who blames the Fed for last week’s selloff. (7) PPG earnings warning set stage for last week’s stock market plunge. (8) Threat to supply chains running through China could be troublesome for tech hardware companies. (9) ETFs didn’t have a meltdown, but they spread the pain. (10) FANG ache. (11) Valuation multiples get Banksy-ed. (12) Movie review: “First Man” (-).