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Farallon Capital buys energy and industrial stocks, presaging a rebound.
Barry Rosenstein's Jana Partners also made a big bet in the energy sector during the fourth quarter.
Eurozone economic activity contracted 0.3% during the fourth quarter.
After Moody's downgrades six European countries, both Italy and Spain successfully auction debt.
Payout ratios are at historic lows while cash keeps building, which makes a strong case for being in dividend stocks.
Investors should look at laggards in leading industries, says JPMorgan strategist Thomas Lee.
Rioters flood the streets of Athens, burning buildings after Greece approves more austerity measures.
Apple grabbed the headlines this week, although Greece, once again, put a damper on the the rally.
And that means U.S. investors need to plan for a year of more of the same.
Greece goes empty-handed to the EU after failing to come to an agreement on austerity measures.