"With, without
And who'll deny it's what the fighting's all about?"
U.S. Regional Banks
Oil
Bank sector asset allocation...
Risk Appetite
Micro Cap / Dow ratio
Liquidity
EM Currency and Credit
Equal Weight / Cap weight ratio
Global Financials
Warren Buffett's "undervalued" stock
Top Buffett holding
Retail
Target
Ameritrade. Or not...
Deutsche Lehman (bund yields, gray):
Switching sides already...
$USD
In other words...
Island reversal of fortune:
Just remember, it's all about the Benjamins
