(1) Punxsutawney and Dow 10000. (2) Paucity of long-term capital gains depressing valuation multiples. (3) Valuation compression. (4) Finding the meaning of life in dividends. (5) The ECB overshadows the Fed. (6) Stressing the stress tests. (7) Home-grown economic indicators are all meandering. (8) Global Boom Bust Barometer suggests neither. (9) One upper Down Under. A couple of downers in Germany and Japan. NOTICE: Our Morning Briefings are now available on FactSet.
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