Ed Moya recaps the potential we’ve seen peak positive economic data, and how that may affect the outlook on economic growth, Fed policy, US general equities, bonds, and commodities.

Jayant Bhandari focuses on the macro picture in thermal coal and metallurgical coal, as well as a few companies he feels offer a compelling value proposition.

Erik Wetterling, The Hedgeless Horseman,  discusses value investing versus guessing reactions to macroeconomic noise.

Joel Elconin discusses the energy sector, inflation, deflation, and a potential rotation starting back into growth stocks.