Good morning. Nice interactive breakdown of the US market as it stands

(source: http://www.smartmoney.com/map-of-the-market/?link=sm_widget_map)

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Alcoa has done it again: kick-started the earnings season! Apparently, Europeans have all become big drinkers, while China weakens???

?????????????????? http://www.businessinsider.com/alcoa-the-state-of-the-economy-2012-10

?????????????????? http://www.businessinsider.com/alcoa-q3-earnings-2012-10

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Jack Welch defends his payroll tweet in the Wall Street Journal. Never imagined that I would type that sentence???

?????????????????? http://online.wsj.com/article/SB10000872396390444897304578046260406091012.html

?????????????????? http://www.reuters.com/article/2012/10/09/us-microsoft-ceo-idUSBRE8981GF20121009

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The IMF publishes its Global Financial Stability Report. Not very positive reading

?????????????????? http://www.zerohedge.com/news/2012-10-09/european-banks-need-sell-45-trillion-assets-next-14-months-imf-warns

?????????????????? http://www.ft.com/intl/cms/s/0/917df0da-121b-11e2-bbfd-00144feabdc0.html

?????????????????? http://www.imf.org/external/pubs/ft/gfsr/2012/02/index.htm

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And the Dutch central bank does the same

?????????????????? http://www.dnb.nl/nieuws/nieuwsoverzicht-en-archief/persberichten-2012/dnb279387.jsp

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Nice way to show the difference between the 5 year result (negative) and the 10 year result

?????????????????? http://www.bespokeinvest.com/thinkbig/2012/10/9/what-a-difference-five-years-makes.html

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Chart showing the rise of solar energy use; and how much there is still to go???

?????????????????? http://www.businessinsider.com/economies-of-scale-in-solar-2012-10

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Shadow home inventories continue to decline

?????????????????? http://www.calculatedriskblog.com/2012/10/corelogic-existing-home-shadow.html

?????????????????? http://www.reuters.com/article/2012/10/09/us-usa-housing-corelogic-idUSBRE8910J620121009

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Nice chart. Of course it is sort of unlikely that these lines are this smooth, but still

?????????????????? http://soberlook.com/2012/10/australian-overnight-rate-expected-to.html

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???Microsoft CEO sees company becoming more like Apple???. I am surprised to see that Steve Ballmer is still CEO at Microsoft

?????????????????? http://www.reuters.com/article/2012/10/10/us-microsoft-ceo-idUSBRE8981GF20121010

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