(1) No news is bullish news. (2) An early 2014 timeline for the FOMC. (3) Jobless rate of 7.0% could be Yellen’s threshold for tapering, and 6.5% for terminating QE. (4) Fed Gov. talks about the failure to communicate. (5) Another “close call” on FOMC. (6) Melt-up, then go away next May? (7) Will McConnell be the McFixer again? (8) Market discounting a happy ending. (9) Guidelines for a deal. (10) The Bates Motel. (11) Obamacare “IPO” bombs badly. (12) Compromise: Delaying Obamacare may be the only viable option for both sides. (13) “Captain Phillips” (+ +).
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