(1) 2016 do-over. (2) Great start for the US economy in the new year. (3) A healthy mix. (4) Consumers are doing what they do best. (5) Back to one-and-done? (6) Oil, China, and the Fed all contribute to relief rally. (7) Goldilocks is back, trailed by her bears. (8) The US standard of living is at a record high. (9) Industrial capital spending is strong despite energy bust. (10) Earnings are weak, with S&P Composite much more so than Thomson Reuters data. (11) The GAAP gap.
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