Worst back-to-back retail sales since the financial crisis explodes the narrative that low gas prices are a stimulus, a truce in Ukraine (which we already had and by the way the Hyrvnia imploded to fresh record lows today – not exactly signaling exuberance), some chatter of compromise in Europe (though we’ve heard that before)… which leaves VIX… which was monkey-hammered to ensure record highs prove (despite a total collapse in macro and earnings fundamentals) everything is awesome and confidence is maintained…