(1) Don’t Panic Memo. (2) S&P goes wild in the Dark Side. (3) Slapping BAC. (4) Investors downgrade valuations as S&P downgrades US. (5) Robert Gates, Barney Frank, Gary Cooper, and P/Es. (6) Barack & Jimmy. (7) 2008, 1987, or something else? (8) Industry analysts aren’t in a panic. (9) Contagions now and then. (10) The ECB and Hamlet. (11) Still underweighting challenged and challenging Financials sector.
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