Bank of America (BAC, $6.78, down $0.11), Goldman Sachs (GS, $96.97, down $0.92), JPMorgan (JPM, $27.02, down $0.26) and Visa (V, $55.90, up $0.58) were the ones we cut our exposure in yesterday. The devil will be in the details and it’s hard to say how these stocks are going to react the rest of the day. The Dow is down 60 points to 8,210 and we will have to see if the Dow can rally once we get more clues on how this plan is going to implemented. Rick Rouse]]>