Going Global

(1) Across the pond. (2) Brexit, China, Trump, etc., etc. (3) Cabin fever revisited. (4) Everyone is going global. (5) From contrary to consensus in a few weeks. (6) Third time’s the charm for the Fed. (7) A bull market in a bull market. (8) The Fed is on pause over the next 12 months. (9) Trump’s favorite poll. (10) Bad news for bonds is good news for stocks. (11) Germany’s L-shaped bottom. (12) US vs them: comparing valuation multiples by the sectors.