(1) The Man from TARP. (2) Nice yield spread for banks. (3) No more haircuts. (4) The capital constraint is an issue. (5) Thumbs down from the rating agencies. (6) French cuisine will always be AAA. (7) European banks are stressed. (8) More volatility next year? (9) Analysts lower 2012 earnings growth from 15% to 10%. (10) More disappointments ahead for earnings. (11) Surprising Oktoberfest for German orders. (12) Still market weighting IT.
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