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(1) “Stay Home” or “Go Global”? (2) "World-wind" tour in London. (3) Upbeat on US, with a few concerns. (4) Obamacare is equivalent to fiscal drag. (5) Housing facing some headwinds. (6) Retail sales rising along with solid earned income gains. (7) Eurozone stock rally yet to be confirmed by fundamentals. (8) Eurozone’s hard data remains soft. (9) More downside for yen and more upside for Nikkei, but Japan’s economic prospects remain challenging. (10) China is looking better than other EMs. (11) Why is the euro so strong? (12) Focus on market-weight-rated S&P 500 Retailers.