(1) Transportation stocks on steroids. (2) Confirming secular bull thesis. (3) High correlation between business inventories and transportation indicators. (4) Shipping oil by rail is a big business. (5) Another record high for the S&P 500 profit margin. (6) It has been different this time for margins, so far. (7) Industry analysts remain upbeat on margins. (8) Core inflation rebounding in US. (9) Abenomics delivers higher inflation and unintended consequences. (10) ECB struggling to do whatever it takes. (11) “Ida” (+ + +).
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