Taking Stock

(1) DiCaprio’s bear deserves an Oscar. (2) Among the grizzliest of the lot. (3) Back-to-back corrections. (4) The China and commodity bubbles burst. (5) The negative feedback loop from too much supply to weaker demand for commodities. (6) 2008 all over again? (7) Signs of life in oil demand and in industrial commodity price index. (8) Puzzling: US consumers driving more, but saving more too. (9) China has a huge debt overhang and hangover. (10) CSX, Walmart, and Intel all unsettle investors. (11) The curse of tall skyscrapers. (12) Lowering our targets for earnings and S&P 500.