Looking Forward

(1) From aging to raging bull. (2) Challenges during the fall season. (3) Tighter QE and easier forward guidance? (4) Sequester II-X ahead. (5) Threatening to shut down the government again. (6) Obamacare needs lots of young and healthy members, who don’t want it. (7) For some employees, working part time is as good as full time. (8) Draghi’s OMT could be challenged in Germany. (9) China MSCI is cheap for lots of good reasons. (10) “Fruitvale Station” (+).