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Sign In(1) The Panetta Ultimatum. (2) New Year’s Eve sanctions are working already. (3) Down and out in Tehran. (4) Turmoil in Nigeria and Kazakhstan. (5) Overweight Energy. (6) Analysts are curbing their enthusiasm. (7) Fundamental Stock Market Indicator on upswing. (8) Too many bulls? (9) Upgrading Financials. Remaining neutral on Materials. Still overweighting Transports. (10) Manufacturing showing some resilience in US, Germany, and China. (11) Net Earnings Revisions remained negative in December.
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