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The Week Ahead: Considering Portfolio Changes?

The Week Ahead: Considering Portfolio Changes?
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The Week Ahead: A Letter From Mr. Market

We have a big week for data and only four days to digest it. Some of the punditry will get lost in the data while others continue the fruitless effort to reconcile market prices with economic fundamentals. (
Schwab, Paul Schatz). Retail sales and housing data will be most important. Industrial production will provide evidence about the strength of the recovery.
I normally join in these efforts, but something special happened last week. My key questions have been answered by:
A letter from Mr. Market.
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