(1) Playing country music backwards. (2) Recessions are usually followed by one, not two recoveries. (3) Plenty of upside for autos, housing, and jobs this time. (4) The key is initial unemployment claims. (5) Consumers could lead a second recovery. (6) Less, not more fiscal drag ahead. (7) Europe could drag US, or US could boost Europe. (8) Obama’s second term. (9) A melt up scenario for stocks? (10) Lots of industries to overweight.
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