(1) Good news isn’t helping stocks. (2) Bullish FOMC minutes didn’t work last week. (3) Momentum meltdown reduces risk of broader melt-up/meltdown. (4) Reiterating 2014 by the end of 2014. (5) FSMI at cyclical high. (6) Latest Chinese data show slower growth with industrial deflation. (7) Ukraine turning deadly. (8) Earthquake for fracking? (9) What’s behind the valuation correction? (10) High P/Es not just in Biotech and Internet stocks. (11) Global MSCI volatility. (12) “The Lunchbox” (+ +).
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