(1) Triple-E: Earnings, Economy, and Europe. (2) The case for remaining bullish. (3) Earnings are impressive. (4) The US economy is OK on average. (5) Europe isn’t OK, but IMF members pledge more bailout cash. (6) The other shoe is made in China. (7) Neutral for now, but next stock rally should favor Consumer Discretionary, Financials, Industrials, and IT, with Energy and Materials lagging behind. (8) Canada’s condo mania. (9) Europe's PMI. (10) Opting for optimism on US economy.
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