(1) The tale of the whale. (2) Hard times for SoftBank, today’s LTCM? (3) The meltup of the 1990s followed LTCM’s meltdown. (4) What if everything goes right? (5) A happier and healthier tale. (6) Monster rebound in real GDP during Q3 unfolding. (7) De-urbanization is great for home and auto sales. (8) Productivity making a comeback. (9) Now for a brief consideration of what if everything goes wrong. (10) W and K economic scenarios. (11) The Fed is on the side of the bulls, which could be too much of a good thing. (12) Movie review: “The Morning Show” (+ + +)
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