Reenergized

(1) The more things change, the faster they change. (2) Three scenarios. (3) Six-year bull going on seven. (4) Another panic followed by another relief rally to record high. (5) Stocks aren’t cheap. (6) More fairy dust from Yellen next week? (7) Oil’s bungee jump. (8) Overweight Energy and market-weight Transportation. (9) Time out for bonds and currencies. (10) Retail sales not so bad. (11) Downward revision for GDP. (12) Perceptions change on global economy. (13) China’s debt addiction. (14) Focus on market-weight-rated S&P 500 Retailers. (15) “Timbuktu” (+ + +).