When Bubbles Burst

(1) Commodity super-cycle latest bubble to burst. (2) Must a recession follow? (3) Junk getting junkier. (4) All-points bulletin from the credit department. (5) Complacent VIX. (6) Near-record high in stock correction camp. (7) Emerging markets have an urge to submerge. (8) That sinking feeling in the commodity pits. (9) What to expect when expected inflation is so low. (10) Gundlach and Kocherlakota voting for “none-anddone.” (11) Housing has solid foundation. (12) Will Millennials be single renters forever? (13) Focus on underweight-rated S&P 500 Materials.