(1) Barack Obama and John Wayne. (2) The death of a terrorist. (3) Will Qaddafi get the message? (4) Leading from in front. (5) Are Israel’s cowboys saddling up too? (6) Stay long Energy. (7) Bernanke’s Mission Accomplished: Deflation averted. (8) Will rent lead consumer inflation higher? (9) The bull market in earnings continues. (10) The global manufacturing boom continues despite parts shortages. (11) Market weighting IT, though overweighting Computer Hardware.
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