Exit & Entry Strategies

(1) Hair-raising corrections. (2) Internal vs. external corrections. (3) Innocent bystanders. (4) Will Congress invert corporate inversions? (5) Too many bulls again. (6) Central banks: coming or going? (7) ECB set to do more of whatever it takes next month. (8) Janet Yellen and John Wayne. (9) New Fedspeak word: "Normalization." (10) Dudley is ready to raise rates eventually, but not by much. (11) Surprisingly weak earnings in UK and Eurozone. (12) Not all sectors in Japan getting a lift from Abenomics.