In my stumblings across the internet, I found this stunning NY Times graphic of the shrinking market capitalization of financial companies. $1.86 trillion to $0.98 trillion in less than a year? Ouch!

But notice one of the bright spots on there—Northern Trust. I just recommended this stock to my Blue Chip Growth subscribers last issue, because it hasn't made the same risky investments other stocks in the financial industry have. This is perhaps the only stock in this entire industry worth owning...