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Content

Mid 2012 - A new beginning
2012 levels for the S&P 500
Fibonacci Roadmap
Monthly MACD favors 2012 pullback
Strategy: a growth and yield barbell
Theme: Growth favored over value
Theme: Higher yielding equities
Mega caps botttoming vs. small caps
A new beginning for Financials
Risk moving into 2012
Most Attractive Buy list
Footnotes