We've been seeing a recurring theme in some of the recent market commentaries emanating from Wall Street. It's the second week of the new year, and there hasn't been a whole lot of activity in the markets – which means everyone is still discussing 2013 outlooks, predictions, surprises, and so forth. A comment from a recent client note authored by JPMorgan strategist Tom Lee – known as one of the more bullish voices on the Street – caught our interest. Lee wrote: Our baseline for 2013 remains that of a tricky 1H, with strength to start (and as we mentioned in earlier notes, ... Read More