Weekend Linkfest

Well, that was something. That seemed like the first full week with no holidays in I don't recall how long. Volatility returned with a vengeance, as we saw some sizable rallies and selloffs. The Dow hit yet another all-time high, while the S&P 500 hit a 52-week high. Transports went the other way, and Nasdaq continues to look punk. The Dow lost 0.62%, while the S&P 500 was down 0.58% and the Nasdaq gave up 0.65%.

Earnings came in pretty good, but is pretty good good enough? Barron's notes that "the ratio of companies beating numbers to those disappointing is running well below that of recent quarters."

So far, various catalysts are offsetting one another. It's rising interest rates and declining earnings vs. falling energy prices and moderating inflation. It's worth noting that this bull market has now run longer than any market in history without at least a 10% correction.

No matter, we's gots some clicking to do: On to the lumber yard!...