The End is Nigh, or Not

(1) Saudi’s Day of Rage fizzles. (2) China’s trade data and Japan’s disaster depress oil price, which should stabilize around $100. (3) Fully Invested Bears in Boston. (4) The ends are not near for Chinese growth, US job gains, the euro’s role, easy money, and fiscal recklessness. (5) Risk-Off last week. Risk-On this week? (6) $100 oil should be bullish for Energy stocks. (7) Grain prices may stop sprouting for a while. (8) Global inflation may ease along with food and fuel prices. (9) Upgrading Financials to market weight. (10) Governors show Washington how to do fiscal discipline. (11) The state of the states should be very good later this year. (12) Hard to see a slowdown in China with millions of workers getting a big pay raise. (13) World exports at record high. (14) Still recommending overweighting Transportation stocks.