(1) S&P 500’s next record high likely in 2021. (2) Vivaldi, Templeton, and Birinyi. (3) From pessimism to skepticism, optimism, and euphoria. (4) Oct. 2017: Back to the future. (5) Less exuberance would be bullish long term (6) Time to party like its 2020, not 1999. (7) Tech’s fundamentals are much more solid coming out of latest recession than previous two. (8) SoftBank unlikely to be this year’s LTCM. (9) Nasdaq includes the FAANGMs, while S&P 500 Tech sector includes only Apple and Microsoft. (10) Fiscal and monetary authorities talking about doing something about income inequality.
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