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But first we start off with a market that seems like it wont quick. The dow surging for three straight days. Materials and Energy Leading the way. Rallying 3 and 4 in todays session. Is this a rally you want to buy or fade. Guy . Some you want to fade. No question about it. Freeport macmaran, the movement over the last week. Nothing has changed whatsoever. Other than the fact the stock is up 20 . Caterpillar will be up 7. 5 to 8 . Nothing has changed there. And on the flip side, Goldman Sachs. But the names beaten up for a reason over the last year that has rallied in the high teens in three or four days you absolutely fade. Why does Goldman Sachs get a reprieve when others dont. And i think in the case of the commodities guys, look at copper. Spot copper is up 5 . Quietly over the last month. In fact, all kmcommodities, ex oil, are up. And you have to break out the suede vest and burn the yule log. That looks psych the source of chipoltes problem. They want you to burn the suede vest.

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