(1) US Treasuries: Mainland Chinese on a buyer’s strike. (2) The dollar is best of dodgy breed. (3) Europe has the shakes, after the sheiks default. (4) The Bond Vigilantes are stirring. (5) Can stocks and commodities rally if the dollar strengthens? (6) Joe analyzes S&P 500 profit margins. (7) The world is bipolar! (8) Industrials continue to produce better fundamentals.
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