In response to:

Go Global in 2013

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The market begins the session with a whimper, and that's not such a bad thing. Last week stocks came out of the gate with gusto in a combination of excitement over the temporary resolution of one cliff issue and hope this could be the year when we go beyond green shoots. By the same token the set-up is positive.

Expectations are low for corporate earnings and macro economic growth. The only places there might be too much enthusiasm are housing and automotive.

Bonds are beginning to falter, and while predicting their demise has been the wrong prediction for thirty years it's a...