The Bulls vs the Virus

Check out the accompanying pdf and chart collection. (1) Bulls don’t love too much company. (2) Party like its 1999? (3) Signs of digital tulip mania. (4) Bitcoin as a gauge of speculative excess. (5) Beware of MBD (mad bull disease). (6) Raising our forecasts for real GDP as well as S&P 500 revenues and earnings. (7) Technology likely to boost productivity and margins, though a corporate tax hike would be a downer. (8) The third wave of the pandemic is the worst, but should be the last. (9) The ECB provides another round of PEPP. (10) Movie review: “Ava” (-).