(1) What done it? (2) A soft batch or a soft patch? (3) The seasonal adjustment curse. (4) The coldest March since 2000. (5) Utility output jumped. (6) Hot home prices. (7) Outstanding oil output. (8) Stovall on going away in May. (9) Health Care is a good sector for the season. (10) It’s defensive, but still cheap. (11) A table of forward P/Es.
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