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Sign In(1) Santa was early last year. (2) Dow Theory is bullish. (3) Still targeting 2300 for S&P 500. (4) Bond Kings remain bullish on bonds, and we are inclined to agree. (5) Hard to argue against stronger dollar. (6) Oil could retest 2008 low before bouncing back to around $60. (7) US GDP should gain from lower oil prices. (8) US MSCI should continue to outperform. (9) Eurozone is a mess again. (10) China’s zombies. (11) Consumer confidence is soaring, according to weekly measure. (12) “The Imitation Game” (+ + +).
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