The bulls have been stampeding into livestock stocks.
Francesca's is upgraded to 'buy,' and Demand Media is downgraded to 'sell.'
Hog farmers are sending more of the herd to slaughter in the face of rising grain costs. That will lead to short supplies next year.
Futures are rising, but amid an otherwise weak year for prices.
The Dow dips below 13,000 after a key manufacturing index declines. Ford, GM and Chrysler post sales gains. Europe is in focus ahead of an ECB meeting. Netflix sinks on an Amazon streaming deal.
UBS initiates Dell with a 'neutral' and Hewlett-Packard with a 'sell.'
Delta, United are initiated at Goldman with a 'sell,' and Tyson Foods is downgraded to 'underperform' at BofA/Merrill.
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Chipotle is an extremely well-run company in the midst of robust growth. But its stock, like Wal-Mart's a decade ago, may nonetheless be hitting its peak.
The Market Dispatches column has been discontinued. Here's where to find the latest stock and business news on MSN Money, and the latest from market writer Charley Blaine.
MONEY & POLITICS
Breaking up big banks is an untested solution to the too big to fail problem that attempts to isolate and dismantle large, troubled institutions while protecting the rest of the economy.
Even when they have a plan for their refund check from Uncle Sam, Americans often don't realize how they actually spend the windfall.
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