On the Margin

Check out the accompanying pdf and chart collection. (1) Is it time for a correction or just more rotation? (2) Technical indicators show too much bullishness. (3) Selling on awesome earnings news. (4) Getting tipsy about inflation. (5) Small business owners raising prices like its 1981. (6) An unprecedented V-shaped economic and earnings recovery. (7) A first-quarter earnings season for the record books. (8) Upward revisions galore. (9) No sign that rising costs are squeezing margins so far. (10) Early-cycle productivity “pop.” (11) Broadening bull.