(1) Higher or lower? (2) Volatility and volume worry some technicians. (3) No upside in earnings for now. (4) Plenty of good news to drive valuation higher. (5) Renovating houses. (6) More upside than downside in recent global business indicators. (7) BoE and PBoC pumping liquidity. (8) Obama’s tax reform. (9) Schapiro’s shocker. (10) One very cold atom. (11) A tax theory for falling margins. (12) Global oil demand doesn’t support high crude oil price. (13) Still overweighting Energy.
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