(1) A dozen good reasons for the bulls and another dozen for the bears. (2) Is it the level of earnings or earnings comps that matter? (3) A few positive consequences of a mostly negative situation in Greece. (4) The Tricky Threesome could cause yet another correction. (5) However, awesome profits recovery remains number one on bullish list. (6) The Big Barofsky criticizes Treasury’s lame mortgage modification program. (7) Home prices bottoming, but not recovering. (8) Will Neil charge Tim over AIG? (9) Defensive stocks are for bears, not for us. NOTICE: Our Morning Briefings are now available on FactSet.
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