(1) No vacation from volatility. (2) Charging Bulls vs. growling Bears. (3) The public is very bullish on bonds, not stocks. (4) The P/E may be repeating 2003/2004 pattern. (5) The Haves and Have-Nots. (6) Pay per worker at record high. (7) Government support at record high too. (8) Social Welfare State of America. (9) Earnings Month full of good news on earnings, but bad news on valuations. (10) G6 earnings picture still looks good, especially in Germany. NOTICE: Our Morning Briefings are now available on FactSet.
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