September E-mini S&Ps (ESU14 +0.15%) this morning are up +0.01% and European stocks are up +0.46% as optimism over Q2 corporate earnings results offsets concern about the geopolitical crisis' in Ukraine and the Middle East.

Goldman Sachs cut its rating on global stocks to neutral for the next 3 months, saying stocks are at risk of a brief selloff as rising inflation boosts government bond yields.

September E-mini S&Ps (ESU14 -0.16%) this morning are down -0.14% and European stocks are down -0.40% on concern the economic recovery is slowing in Europe after German May exports fell more than expected and after UK manufacturing unexpectedly contracted by the most in 16 months.

September E-mini S&Ps (ESU14 +0.16%) this morning are up +0.03% and European stocks are up +0.04% ahead of the 2-day FOMC meeting that begins today.

The highest scoring names in large cap from 1 year ago (2/26/2013) returned 263 bps more than the S&P 500. The best performers are GILD up 95%, PCLN up 94%, MYL up 83%, YHOO up 80%, TMO up 69%, and XEC up 69%.

Covering the stocks to watch, and the top scoring stocks which should be on your buy list.