(1) William Tell’s son. (2) Hazardous, but not dangerous work. (3) Investigating three open investment strategy cases. (4) June’s leading indicators bullish for Europe. (5) So are US exports to Europe. (6) US capital spending weakness led by structures and IT. (7) The Cloud increases IT’s bang per buck. (8) US capital goods exports are strong. (9) Leading indicators bearish for BRICs. (10) Latest earnings season mostly nonevent for overall earnings. (11) However, earnings downers included Health Care, Industrials, IT, and Materials. (12) Focus on overweight-rated Retailers.
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