FRIDAY 2/13/15; Friday the 13th; Cascading Global Rally Continues for Second Day; Europe GDP's; DAX Hits 11K; DTE; EXC; SJM; Consumer Sentiment; Dow 18K; SPX and RUT All-Time Highs; COMPQ 15-Year Record High; AAPL New Record High

Asian indexes are upbeat across the board except for Japan as the dollar/yen pair moves lower (stronger yen). The cascading global rally after the Ukraine ceasefire ripples from Europe to the US to Asia. A resolution to the Greece drama appears very likely on Monday so traders are beginning to price it in to markets. The NIKK loses -0.4%. Rakuten, the online retailer, is a bright spot gaining nearly +6%.

The SPASX200 gains +2.4% at new record highs not seen since 
















[Text is Redacted: Purchase February 2015-02 to Read the Complete Chronology]


































 13F filings for the large money managers are made public but the data remains at a 45-day lag so the positions may have already changed again. Hedge fund manager Dan Loeb at Third Point opens new long positions in AIG, AGN, EMC, PSX, C and DAL. Stakes are increased in EBAY, SUNE and AAL. Loeb ditches APC and FDX.

Hedge fund hot-shot David Einhorn ditches CI and reduces stakes in AET and AAPL. Einhorn increases his stakes in SUNE. Appaloosa’s David Tepper exits the airline stocks and PCLN. Tepper ditches FB, BABA, C and CBS. Interestingly, Tepper kicks Citigroup to the curb but Loeb is a buyer. GOOGL co-founders Sergey Brin and Larry Page plan to sell $4.4 billion worth of Google stock over the next two years.