(1) A weekend on a lake with lots of bears. (2) Other than Europe, all is well. (3) Record low safe-haven yields. (4) A bubble in risk aversion? (5) Still underweighting Europe, while overweighting US. (6) Stay Home vs. Go Global. (7) When dollar peaks, Risk On will be safe again. (8) Europe will recapitalize banks after Greek elections. (9) With US yields near zero, what would be the point of QE3? (10) Bill Dudley is ready to do right by US economy.
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