Os. Five things to do in 2014 S&P Valuation Chartbook - Snapshot at a record high Mind the gap Non GAAP vs GAAP EPS, book value trend and Tobin's O Capex Conditions & Outlook S&P has reasons to revisit its 2014 top & bottom Trade range w/ Energy The new ideal GoldeOCks economy: US not too hot, China not too cold Dp lust