(1) Obama set to fight inequality. (2) It’s here to stay. (3) Governments can impose equality by spreading poverty. (4) Populist ruling classes and their capitalist cronies. (5) Demography is driving income distribution in US. (6) Single persons could soon outnumber married ones. (7) Two earners make more than one. (8) The Fed is struggling to communicate. (9) Low inflation provides great opportunity to taper. (10) Technology finds more commodities. (11) Mexico deregulates crude and should produce more of it. (12) Focus on underweight-rated S&P 500 Materials.
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