High Monday

The DJIA is 1.9% below its all-time closing high (Bespoke).

Weekend Thinking Out Loud by J.C. Parets.

Upside Risks by Josh Brown.  No doubt currency wars and printing are a driver (Bloomberg).

“The second installment of the 2012 Barron’s Roundtable features investment ideas from Mario Gabelli, Bill Gross, Meryl Witmer and Felix Zulauf. What to buy, and what to short.”  Barron’s

“Cheap natural gas and increasingly competitive labor costs are bringing
factories — and jobs — back to the U.S.”  Google the title The Next Boom at Barron’s.

Falling U.S. Oil Imports Will Reshape the World Crude Market at Business Week.

Interestingly, Public debt skyrockets, while private debt plunges by Mark Perry.

With Winter Now Half Over Weather Influence on High Storage is Waning by Kyle Cooper.

The rig count isn’t going anywhere:  Haynesville Play.

Two promotional uranium pieces:  Uranium: Energy Solution and Risk-On Opportunity (Energy Report) and Badiali: $100+/Pound Uranium Needed to Satisfy Stealth Demand (Energy Report).

Mr. Market Is Not Impressed With Apple (And Why He’s Wrong) at The Felder Report.  Maybe.

Was that climax selling in the gold stocks?  Stockcharts