By Guy Adami, stocks editor at

My my my, I'm once bitten, twice shy, baby.

As you have come to realize, I am a huge fan of classic rock. However, the "hair metal" bands of the late-'80s, early-'90s never did a thing for me. Great White was one such hair band. In 1989, they released "Twice Shy," which eventually became a double-platinum album. Back then, people would buy an entire album for one or two songs. It was no different with "Twice Shy." Along with "Once Bitten, Twice Shy," which made it to No. 5 on the Billboard Hot 100 list, "The Angel Song" had the mullet faithful running to their local record store.

If you have been a trader playing things from the long side over the past 18 months, you have been bitten more than once. Safe to say, there have been more than a few times you swore off getting long anything as the reward for being bullish has typically been the horns. It stands to reason, therefore, that when you are least prepared for a sustained rally, a sustained rally will occur.

The latest "plan" by the Treasury seems to be giving the market exactly what it is looking for. Theoretically, removing "toxic" securities from the balance sheets of banks should allow them to lend capital instead of holding it as reserves against potential losses. You will start to hear a whole lot about the "velocity of money." This is simply the frequency with which money is spent in a specific period of time.

As we have talked about a number of times, the market internals are looking the most healthy they have in quite some time. These internals should provide the backbone of a sustained rally to 900 in the S&P 500. I will say, again, buying "down days" instead of "selling up days" should continue to work for the foreseeable future.

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