Thanksgiving

(1) A time to give thanks and avoid politics. (2) Bonds and stocks suggest US still on the right road. (3) First 100 days is coming soon. (4) Not a good idea to underestimate the President-elect. (5) But can he really deliver 4% real growth, or is inflation the more likely outcome of huge tax cuts and infrastructure spending? (6) A head-spinning scenario. (7) Will Italy’s “Demolition Man” become “Mr. Nobody” after Dec. 4 vote? (8) Italexit unlikely. (9) S&P 500 Materials shining except for Gold.