Down the Middle

(1) Between love and hate. (2) Guidance from Hilsenrath. (3) Fed Debating Society. (4) The suspense is in the bond market. (5) S&P 500 remains remarkably resilient and overbought. (6) Friday was good for overweight-rated CFI sectors, which have led the bull. (7) Retailers getting pricey with P/E at 20. (8) Financials are relatively cheap. (9) Industrials should beat Energy and Materials in slow-growing global economy. (10) Earned Income Proxy rises to another record high. (11) Goldilocks on steroids.