Civil Disorder

(1) The Mullahs need a diversion. (2) Egypt’s revolution morphs into disruptive labor strikes. (3) Iraqis want democracy too. (4) Geopolitical incidents have been bullish for stocks, but turmoil may not be so. (5) Overweight Oil and Gold until the sand settles. (6) The risk in the Middle East is more civil disorder. (7) Good governments don’t necessarily replace bad ones. (8) Betting on the global boom, for now, but watching out for oil price spike. (9) A debate at the FOMC meeting. (10) Housing’s foundation remains weak.