1.Chart to Watch in 2017…European Financials.

EUFN Euro Financials ETF—Recovered all of 2016 DB panic, back to 2015 highs.

10 year…IYF Ishares U.S. financials ETF +82% vs. EUFN -2%

www.yahoofinance.com

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1.Six Stocks Account for 50% of the NDX 100’s YTD Gains…AAPL AMZN FB ALPHABET MSFT. S&P 12 Stocks Account for Half the Gains.

16% Move Since End of 2016 Driven by 6 Stocks.

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1.Global Price to Book Comparison…U.S. Large Cap Most Expensive Market by Price/Book.

http://blog.spdrs.com/

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1.Global Farming Recession Over?  John Deere Good Numbers.

 How much is priced in???  DE +45% Since Sept. 2016

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1.Western Europe, U.S. and China Car Sales Drop…

For the first time since January 2009, sales of cars declined year-over-year in all three of the world’s largest auto markets of Western Europe (-6.8%), China (-1.8%) and the United States (-3.7%). Combined, these three markets account for roughly 70% of the world’s auto sales

Lots of cars coming off lease.

www.zerohedge.com

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