(1) Who is that masked man? (2) Lady in distress. (3) Will March madness bring April’s fourth wave? (4) Will vaccines protect us from UK’s B.1.1.7 variant? (5) No doom, only boom in consensus earnings forecasts. (6) More boom than gloom in bond yields too. (7) Valuation multiples floating on a sea of liquidity. (8) Archegos is playing out like a Greek play. (9) S&P 500 forward earnings has fully recovered and points to profits boom this year. (10) How much will the taxman slice off of corporate profits in 2022? (11) That sinking feeling about fiscal excess.
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