(1) Was Friday’s employment report a major inflection point for gold, the dollar, and stocks? (2) Ben Bernanke and Rahm Emanuel. (3) New EPA ruling could choke the economy. (4) Global growth, not weak dollar, driving commodity prices higher. (5) How does the dollar impact profits? (6) From P/E-led to E-led bull market. (7) Best in breed among Materials: Industrial Gases and Specialty Chemicals.
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