Sentimental Journey

(1) Bullish sentiment correcting more than the market. (2) Bull/bear ratios dive after Bernanke testifies. (3) Draghi’s do-nothing policy has worked, but may be starting to disappoint. (4) Is Draghi’s OMT unconstitutional? (5) BOJ playing poker with the Bond Vigilantes. (6) World Bank sees lackluster global growth ahead. (7) Industry analysts see slow-growing revenues ahead. (8) They are more upbeat on earnings though. (9) Focus on underweight-rated Consumer Staples.