(1) Fully invested bears riding the bull. (2) Fed remains committed to ZIRP. (3) Less concern about end of QE-2.0. (4) Q1 real GDP led by 9% jump in manufacturing. (5) So why are jobless claims over 400,000 again? (6) Oil-soaked autocrats have been depressing the dollar. (7) The decline in the dollar reflects the decline in the US as a global power. (8) Osama bin Laden meets John Wayne. (9) Parts shortages and high pump price could dampen growth for two more quarters. (10) Real GDP could jump during Q4. (11) Stepping on capital spending’s accelerator. (12) Less income from wages and more from government borrowing.
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