(1) Save the City. (2) The Four Horsemen. (3) Exercising in the Persian Gulf. (4) Europe remains stressed. (5) The Chinese ban fun. (6) America as a safe haven. (7) US Financials should outperform European ones. (8) China’s neighbors should live long and prosper. (9) Allocation thoughts on Energy, Transportation, Retail, and Health Care. (10) Seasonal distortions in jobs data. (11) “Tinker, Tailor, Soldier, Spy” (+).
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