(1) Axelrod says the President gets it. (2) A really good one-term President. (3) The people are angry. (4) The State of the Union. (5) Another round of financial meltdowns has been averted so far. (6) Ross, LeFrak, Pimco, Chanos, and Friedman. (7) Companies awash with cash. (8) Analysts are bullish on earnings. (9) Global economy awash with liquidity. (10) Credit crunch in China? (11) Earnings Month. NOTICE: Our Morning Briefings are now available on FactSet.
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