Beware the coming of the "blow-off top," with warnings even by some of the market's biggest bulls. (A Dash of Insight)
Against all odds and, in particular, the austerity naysayers, there are 3.76 billion reasons to believe European banks are recovering. (Dealbook)
Congratulations to Mario Draghi, who made a few friends Thursday at the International Monetary Fund. (Xinhuanet)
And, finally ... close your eyes and imagine the last six years didn't happen. What do you get? A market that's only up 10 percent, meaning it has lots of room to run, or so says Ron Baron. CNBC.com's Matthew J. Belvedere explains.
—By CNBC's Jeff Cox. Follow him on Twitter @JeffCoxCNBCcom.