Timing Isn’t Everything

(1) On the verge of civil, trade, and cyber wars? (2) The curse of Cain on Little Kim. (3) Stocks staying focused on setting record highs. (4) Saber-rattling at the FOMC. (5) Bond yield remains in our 2.00%-2.50% range. (6) S&P 500 revenues rise to record high during Q4-2016. (7) More evidence that the earnings recession is over. (8) Margins remain at record levels, frustrating reverting-to-the-mean bears. (9) CEO of Dow Chemical says Trump administration is the most pro-business ever. (10) Bull market may remain resilient even if Trump’s bullish agenda falls behind schedule. (11) Movie Review: “Bitter Harvest” (- -).