The Big Chill? Not!

Check out the accompanying pdf and chart collection. (1) Blaming the slow-acting Fed for volatility. (2) The arithmetic behind our new S&P 500 targets. (3) No change in our outlook for revenues, earnings, or margins. (4) Lowering our forward P/E assumption. (5) Making the case for relatively high P/E. (6) A minor correction for the S&P 500, so far. (7) Businessweek cover showing bull buried in snow is bullish. (8) Home, sweet home. (9) Indecisive excerpts from Powell’s presser.