Three-Front War

Check out the accompanying pdf and chart collection. (1) The long staycation. (2) Me and Forrest. (3) Three-front war against the virus. (4) WMDs should annihilate virus. (5) But beware of Mutant Ninja viruses. (6) No double-dip in our forecast. (7) Upbeat leading indicators. (8) Remarkable rebound in wages and salaries to pre-pandemic record high. (9) Booming demand for homes runs into record shortage of housing inventory. (10) Capital spending remarkably strong too. (11) Stocks on 1999 meltup track. (12) Powell’s open bar. Punch bowl will remain full and spiked. (13) Fed keeping a lid on bond yield. (14) V-shaped recoveries for S&P 500 forward revenues and earnings. (15) Movie review: “Gangs of London” (+).