(1) January Barometer hits and misses. (2) Positive annual exceptions to negative Januarys. (3) Meltup/meltdown less likely? (4) An inauspicious beginning. (5) Assessing the bear case. (6) Are the bears teeing us up for yet another relief rally? (7) The moon can influence China’s M-PMI. (8) Power to the Chinese people. (9) Oil exports pumping up US GDP. (10) Fed giving more weight to inflation data, and so are we. (11) “Jack Ryan: Shadow Recruit” (- - -).
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