One way to identify tail winds in the U.S. economy is to look at which stocks are topping Q4 estimates by solid margins. The market likes it when a company proves the pessimists wrong. Several companies in the financial or bank sectors recently surprised on the upside. Among Big Cap 20 stocks, Goldman Sachs (GS) delivered a savage beating to the Street's views. The consensus estimate expected earnings of $3.78 a share in Q4. When Goldman reported