Anatomy of a Meltup

(1) A theme song for the meltup. (2) Was that a bear market or a correction? (3) The final stage of bull markets. (4) Bull continues to stampede, trampling even the bulls. (5) November 3 election could trip up the bull. (6) MAMU’s forward P/Es approaching 1999 tech bubble levels. (7) The valuation question when interest rates are zero. (8) Fed will keep rates near zero longer while waiting for inflation to overshoot. (9) Yield-Curve Control will be Fed’s response if bond yield keeps rising. (10) All meltups are valuation led. (11) Are 200-dmas signaling impending corrections in high-flyers? (12) Movie review: “Radioactive” (+).