Global Warning

(1) The Year of Living Dangerously. (2) Lots to worry about for 2012. (3) Good news at home vs. bad abroad. (4) Running out of options. (5) Christine Lagarde is raising money by raising the alarm. (6) Thumbs down for latest Grand Plan. (7) December 20: A Day of Liquidity. (8) Farrell and Hoisington see more trouble ahead. (9) The Fed is worried too. (10) America remains a safe haven. (11) Now overweighting Health Care, especially Pharma and Managed Care. (12) Energy as a hedge against turmoil. (13) US production indicators strong on balance. (14) There’s more inflation than deflation around the world.