Preparing for a (Say, 20 Percent) Bear MarketSentiment and Valuation Indicators, If One Wanted to Be BearishOther Sentiment IndicatorsValuation ProblemsTrend Indicators to Plan for a Potential Pullback—Follow the LeadersMore Leading Indicators of Market PeaksFour-Year Presidential Cycle RisksMacro Backdrop: Debt Bubble UpdateWatching Fed Policy to Prepare for a Major Pullback in 2014What Do Demographics Say?