(1) Lots of good reasons to hoard cash. (2) Lots of good reasons to use it. (3) Cash likely to continue to yield zip because of Fed’s ZIRP. (4) “Europe is looking good.” (5) Overweight DAX. (6) Global oil demand recovery led by New World. (7) Is there any energy in Energy stocks? NOTICE: Our Morning Briefings are now available on FactSet.
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