Much Ado About Not Much?

(1) Is the market getting the Fed’s message? (2) NZIRP is “forever” more than QE. (3) Goodbye Ben. Hello Janet? (4) Stop the taper tantrum! (5) No summer crisis in Europe this year? (6) Bearish non-events are bullish. (7) Another record high for forward earnings. (8) Bouncing off the 50-dma. (9) Averting the fiscal cliff was bullish. (10) Not much fiscal drag after all. (11) Less stress in European banking system. (12) BRICs have a ton of problems. (13) Let’s Stay Home. (14) Focus on overweight-rated housing-related industries.