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Financials, via the S&P 500 Financial Sector Index (SPSY 278.26) are up nearly 20% since July 15, 2008. Financials will be demonstrating strength long before it's obvious that the trouble is over.

TTWO, $24.66: Stevie Cohen took a position in Take-Two. SAC Capital paid approximately $107,576,865 of investment capital to purchase the 4,099,540 shares of Take-Two (about $26.24 per share).

UST, $52.28: Can let it fall to $51 before cutting loose. It breaks 51, all out.

JNJ, $67.11: Watch for the cup and handle. A move through 68.81 on good volume would be a go. Triple Top Breakout indicated on 7/16/08.

Markets are likely to open weak tomorrow, particularly technology, due to Apple's earnings adjustment (AAPL 166.49).