More on MAMU & MAMD

(1) No rest for the wary as meltup refuses to rest. (2) Forward earnings just starting to recover. (3) Comparing MAMU now and MAMU in 1999. (4) Greenspan’s 1996 question about irrational exuberance. (5) Fed forcing everyone out of bonds and into stocks. (6) If MAMU is followed by MAMD, will Fed buy stocks and push yields below zero? (7) Chinese officials are stock-market cheerleaders. (8) Services economy rebounding in China and US. (9) Buffett is back at the M&A buffet. (10) No contest between bond yield and dividend yield. (11) Real rates turn negative, which is good for gold and maybe for other commodities too. (12) Fed officials want to make sure we know they will accommodate us.