(1) Fiscal Pact vs. Growth Pact. (2) Europe’s Party Party. (3) Only way to grow Europe isn’t under discussion. (4) LTRO-3 is coming, and it will be a Ponzi scheme. (5) Read her lips. (6) Globalization driving the bull market in earnings and stock prices. (7) Brinks and Apple. (8) Plenty of new record highs in the S&P 500. (9) Staying sector-neutral, on a tactical basis, for now. (10) US economy’s boomto-bust sectors still down and out.
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