The Top?

(1) Did BABA make the top? (2) The bears have been seeing tops since the start of the bull market. (3) The lamest argument. (4) Bears now focus more on technicals than fundamentals. (5) Another test for buy on dips. (6) “Death Cross” in the Russell 2000. (7) The “internal correction” continues from high to low P/Es as earnings outlook for SmallCaps cools relative to LargeCaps. (8) Manufacturing renaissance finally showing up in the data. (9) No renaissance in the Eurozone and Japan. (10) Updating our “Stay Home” investment strategy. (11) Have EMs become “story” stocks?