(1) No end to the endgame. (2) Awesome 2013. (3) Still keen on Consumer Discretionary, Financials, and Industrials. (4) Year # 6 for charged-up bull. (5) Investors more upbeat, less anxious than a year ago. (6) Back to “Old Normal” growth? (7) Less fiscal drag. (8) More US oil. (9) The Fracking Dividend. (10) Learning to tolerate tapering. (11) Europe’s tepid recovery. (12) China issuing bonds. (13) Focus on overweight-rated S&P 500 Transportation.
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