(1) Stocks, the economy, and the weather. (2) Exports rising very slowly. (3) Homegrown growth. (4) Are railroads too busy hauling oil to ship autos? (5) Gundlach shorts housing. (6) Fed stepping on brakes and accelerator. (7) Transportation stocks rising along with business inventories. (8) Focus on overweight-rated S&P 500 Transportation stocks.
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