(1) Five reasons why global growth is so good. (2) Global Growth Barometer has a sunny disposition. (3) On the margin, global oil demand is rising a bit faster than supplies. (4) Three geopolitical hot spots for oil. (5) US frackers should be ordering more rigs soon. (6) Electric cars are heading our way. (7) Lots of big gains underneath surface of this year’s bull market. (8) Aerospace & Defense flying too high?
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