Is Powell Transitory?

Check out the accompanying pdf and chart collection. (1) Bonds are starting to make sense again. (2) Tapering is coming. (3) New tune on tapering in latest FOMC statement. (4) Powell says employment goal “all but met.” (5) Brainard agrees. (6) Copper/gold price ratio remains bearish for bonds. (7) Powell: Forget base effect and focus on supply bottlenecks. (8) Bullish and diversified for frequent rotations. (9) Financials and Energy get a turn to outperform. (10) DC’s sausage factory. (11) Powell, the Pivoter. (12) Is he as dangerous as Senator Warren says?