
Liquidity driving US stocks higher and the lightest ones the furtherest as financials, homebuilders and various other detritus of the last boom enjoys a day in the sun. Which we don't have much of here in NYC today. VMO 82 PMO 68 Beta 118 bullish. The liquidity is there for a move higher. Not much conviction in the sectors though. My advice: do not fight the tape or argue with your wife at parent-teacher day. 
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