Chaos Theory

(1) Risk/reward ratio rising along with chaos in the Middle East. (2) Past glories. (3) The bull market scores 100% over the past two years. (4) Another 12% over the rest of the year? (5) The fifth Price Revolution. (6) Secular autocrats more likely to be replaced by religious or military autocrats than by democrats. (7) China’s autocrats are stifling protests. (8) G20 imbalances. (9) Madison, Greece. (10) Asset Performance Review: Underweight Consumer Discretionary. (11) The Butterfly Effect: Can the death of a salesman in Tunisia cause a global recession? (12) Gasoline prices and other leading indicators.