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Stocks the dow and s p are on pace for their best week since march. Were going to close out the month on tuesday. Were going to Start Talking about how to play this in june ahead of brexit and the fed, how to play it in a summer where stocks have alternated up and down for six years. But at the same time we have groups that have come alive. This tech rally is very real. It is broad based. Its chips. Its software. Its high growth. Its cloud. The bank rally is in its infancy. As we get closer to a rate hike, which i think we will get given the fact that these fed heads of carpet bombed us with the two to three, that bank group can get stronger. Net interest margin will go higher. Its very undervalued and i think it works. So right now and im not saying im sanguine because if we get a really weak employment number thats bad. Because theyll tighten into a weak employment number, but i like it. Were not focused on china as much. Oils reached a level where we dont have to worry about banks g

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