Inflation & the Pandemic

(1) Raising forecasts for GDP and for S&P 500 revenues and earnings too. (2) S&P 500 forward earnings continue to recover. (3) Mag-5 and passive investing one more time. (4) Another look at equity ETFs vs mutual funds. (5) From 666 on the S&P 500 to 0.666 on the bond yield. (6) The Fed is in control of the bond yield. (7) Disinflation losing one of the 4-Ds? (8) The Age Wave Model is still disinflationary. (9) MMT on steroids in the US since late March. (10) Japan and China have been doing MMT for a while without inflationary consequences. (11) Virus infects CPI.