- The Geithner Affect On Markets
- What Citi Is Doing
- Why This Was A Different Sell-Off
- Trader Voices Growing: Break Up Citi
- Trouble With Stocks: Lost Identity
- The Doomsday Scenario For Automakers
- Money Manager Peter Schiff Had It Right In 2006
- Traders Expecting Market Rise At Today's End
- Why There's No Market Rally
- Guidance Is Now A Tricky Business
- Out with Cox, in with Uptick Rule
- Pops & Drops: Hewlett-Packard, JP Morgan & Air Wagoner
- Mad Money Green Week: Owens Corning
- Fast & Furious: It's All About Soup
- Web Extra: The Trade on Walmart and RIMM
- Chartology: Grossly Oversold and Favoring the Upside
- The "Armageddon" Gameplan
- What's Next for Citigroup?
- What to Expect From a Geithner-led Treasury
- Citigroup Talks, But Nothing 'Walks' To Stabilize
- Soros: More Money Needed For U.S. Bailout
- HP Earnings: How Much Will "Hurt" From Economy?
- Obama Warns On Economy: Works On Stimulus Plan
- Citigroup's Ills May Signal Market Isn't Near Bottom
- US Inflation Bonds Hit by Deflation, May Recover
- Pros Say: Market Will Drop 5-10% — Ford Will Boom
- Bonds Drop on Profit-Taking, Geithner Move
- Jack Welch on Detroit: Let Them Go Bankrupt

Commodities were lower, but once again it was no help for stocks. Commodity stocks were again sold off.
Techs were weak as Marvell [MRVL
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]gave what was perceived to be negative comments at a tech conference, while display stocks were down notably after Corning [GLW
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]cut its outlook and LG Display made cautious comments.
Home Depot's [HDP
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]CEO helped retailers by saying that we were "getting awfully close to the bottom" in housing, as did Kohls [KSS
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]and JC Penney[JCP
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], who both reported August same store sales roughly in line with expectations. The rest of the retailers report sales tomorrow. JC Penney at a 3 month high, Kohls and Limited [LTD
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]at highs for the year. Why, if the consumer is weak? This trade is partly based on the oil trade, partly it's just on faith: investors are looking to buy some early cycle names (Home Depot, Lowe's). Also, there are still tons of shorts in retailers.
Lehman[LEH
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] up for a sixth straight day on word that other suitors may be interested in acquiring a stake in the company.
Finally, the Beige Book was a bit blue, in general the Federal Reserve districts said that"
--economic growth was "Slow"
--there was upward price pressure and
--tighter lending standards.
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