(1) Reminiscing about the Cuban Missile Crisis. (2) Bad news as background noise. (3) Risk of more war rising in Middle East. (4) Democracy or theocracy in Egypt? (5) The Israelis are getting nervous. (6) Libya is a sideshow. Iran is the main act. (7) Pakistan and Turkey going the wrong way. (8) A very good week for some of our favorite asset classes. (9) Brazil will live with higher inflation for a while longer. (10) Old Normal making a comeback in US labor market. (11) “Lincoln Lawyer” (++).
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