(1) Two forces of gravity tugging at bonds. (2) Domestic vs. foreign forces. (3) Fed is the outlier among central banks. (4) Lenders must pay to play. (5) Central banks venture into the underworld. (6) TICS showing inflows into US bonds. (7) The Fed’s chorus and their diva. (8) Running out of patience. (9) The oil debate among debatable experts. (10) Does the rig count count? (11) More than a barrel of excess supply. (12) ExEnergy, S&P 500 forward earnings is flat at record high. (13) Focus on now overweight-rated S&P 500 Energy.
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