(1) Too close to the sun. (2) The macro picture still looks bright. (3) Blame it on Waxman, Hough, and Lewis. (4) Lots of candy getting crushed. (5) A happy spin: Internal correction should increase longevity of bull. (6) BOJ’s QQE losing its bullish touch. (7) Abe isn’t Reagan. (8) Draghi getting set to walk the talk, and actually do something. (9) Stay Home, but Go Europe for a while longer. (10) Focus on overweight-rated S&P 500 Transportation.
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