1) Mudslides on debt mountain. (2) Four thought-provoking essays on debt. (3) Wishful thinking on political will. (4) Keynes vs. Friedman vs. Fisher. (5) It is different this time in one important respect. (6) Bulls shopping for China. (7) Bull/Bear Ratio back over 2.0. (8) FSMI is bullish. (9) Driving less, but shopping more. (10) Still overweighting Apparel Retail.
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