1. Banks Run up After Stress Test

Leaders: WFC (28.34), BAC (15), JPM (39), MS (29)

Reg Banks: BBT (24.50), COF (31.75), ZION (20), STI (20.86)

Little Guys: ABK (1.65), AIG

2. Market Down Big to Start the Week

Weak Sectors: Technology, Education

3. Big Numbers this Week

Wednesday - Retail Sales

Thursday - CPI, PPI

4. Earnings Plays Today

DISH - beats

WCG - beats

Sectors Spotlight:

Credit Cards - MA, V

Ags - AGU, CF, POT, IPI, FEED

Casinos - MGM, LVS

Solar - ENER, STP, YGE, TSL

Insurers - PRU, MET, HIG

Mining (Nat Gas, Coals) - CNX (40.40), BTU (33), WLT, ANR, MEE

Financials - KEY, CME, PFG,

Oil - APC, RIG, OIH, HES

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