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Russell 2000 Up Strong Today

|Includes: KATE, PNX, Terex Corporation (TEX)

Looks like the risk trade might return into year end. The smaller cap stocks have been hit while the large cap stocks continued to rally thru November. We like names like Terex (NYSE:TEX), Liz Claiborne (LIZ), and Phoenix Cos (NYSE:PNX) for the high beta trades expecially if we see that market 'melt up' to the 1,200+ level.

Disclosure: Long TEX, LIZ, PNX