Less Misérables

(1) No bargains in US. (2) Plenty of bargains in Greece, but for good reasons. (3) Timing the next bear market and recession. (4) The problem with bear market indicators. (5) The Boom-Bust Barometer sees neither. (6) The Misery Index loves companies. (7) Room for less misery. (8) Will the bear market in commodities trip up secular bull market in stocks? (9) Will China’s next shock-and-awe show be shocking enough to boost commodity prices? (10) Easing on down Silk Road. (11) Italian manufacturing is on the mend. (12) Will one-and-done be followed by a melt-up? (13) Blankfein’s big sniff.