OMG

What a nutty market! Long commodities, short financials has been turned on its head in the last week! If it gets insane, I think ^BKX (banking index) > 75 will be very very difficult. Looks like India China are getting back into the game. But I still think fertilizer, agri, metals and resource stocks are going to get back into the action soon. And the financials trade should be done with BKX 75, XLF 24.