Less Worrisome Worry List, For Now

Check out the accompanying pdf and chart collection. (1) Monday webinars. (2) Hooray for profits! (3) Bobby McFerrin’s happy tune. (4) Halloween came early for stock investors. Xmas might have started early too. (5) Bull/Bear Ratio isn’t bullish, which is bullish. (6) Ex-FAAMGs, stocks are fairly valued. (7) Earnings picture remains bright. (8) Lots of very liquid liquidity sitting in demand deposits. (9) No fiscal cliff ahead. (10) Beijing says “Forget CO2, burn coal baby!” (11) Nord Stream 2 likely to be full of gas for Europe soon. (12) Evergrande is still in business. (13) Inflation remains the main worry on the worry list.