(1) Is 2010 about to end like 2008? No! (2) Capital markets are wide open for business. (3) Record cash on corporate books. (4) Super-stimulative Fed. (5) Midterm elections plus third year of political cycle usually equal double-digit gains for stocks. (6) Net Earnings Revisions Indexes are hot and cold. (7) Global oil demand is hot and cold. (8) Energy has been underperforming, and is due to outperform. NOTICE: Our Morning Briefings are now available on FactSet.
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