(1) Despite $100 oil, investors fretting less about double dip than in 2010. (2) Plenty of oil around, as speculators grab 78% of US inventories. (3) Will Saudi dissidents be protesting or shopping in downtown Riyadh tomorrow? (4) Old Normal vs. New Normal one more time. (5) Super Normal earnings recovery is bullish for S&P 500 sectors. (6) Valuations are still attractive. (7) Where did all the infrastructure bucks go?
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