The stock market set new highs last week as measures of the economy, like job creation, continued to cool.Some charts from September's research notes, news articles, and blogs caught my eye. Instead of publishing a series of newsletters, I figured I'd do a lightning round here.The stock market is not the economyThe U.S. stock market and the U.S. economy are closely intertwined. Yet the makeup of earnings per share (EPS), which drives stock prices, differs in several key ways from the makeup of GDP.From Well ...