All financials are vulnerable, because the government has said, basically, if you want to fall under voluntary restrictions, you better raise equity and get out from under. So you can imagine how much pressure will remain in the ones that need to raise the money, most likely Bank of America (BAC) and Wells Fargo (WFC), two I own, two that I think are cheap, and two that are so easily shorted that the pain is palpable.

All financials are vulnerable, because the government has said, basically, if you want to fall under voluntary restrictions, you better raise equity and get out from under. So you can imagine how much pressure will remain in the ones that need to raise the money, most likely Bank of America (BAC) and Wells Fargo (WFC), two I own, two that I think are cheap, and two that are so easily shorted that the pain is palpable.

The public option is back on board, thanks to Harry Reid, so the notion that health care is finished and that Washington can focus on creating jobs is now a total pipe dream. More pain for UnitedHealth Group (UNH), WellPoint (WLP) and Humana (HUM).

The public option is back on board, thanks to Harry Reid, so the notion that health care is finished and that Washington can focus on creating jobs is now a total pipe dream. More pain for UnitedHealth Group (UNH), WellPoint (WLP) and Humana (HUM).

The public option is back on board, thanks to Harry Reid, so the notion that health care is finished and that Washington can focus on creating jobs is now a total pipe dream. More pain for UnitedHealth Group (UNH), WellPoint (WLP) and Humana (HUM).

The oils can't go up when the dollar is strong because of the obvious nature of selling the oil-related ETFs (we are doing some fab ETF coverage via Don Dion if you want to understand the linkage). Schlumberger (SLB) single-handedly wrecked the driller rally with its horrid comments, and National Oilwell Varco (NOV) isn't helping.

The oils can't go up when the dollar is strong because of the obvious nature of selling the oil-related ETFs (we are doing some fab ETF coverage via Don Dion if you want to understand the linkage). Schlumberger (SLB) single-handedly wrecked the driller rally with its horrid comments, and National Oilwell Varco (NOV) isn't helping.

And the housing plays seem so sporadic, with Whirlpool (WHR), the strongest stock in my book, being followed only by Masco (MAS) and Leggett & Platt (LEG).