Christmas rally. QE II in the UK. Sort of "announced" bank reacapitalization in Europe. OPeration Twist in Europe. BOJ is complaining about strong YEN. SNB has just released their foreign currency holdings.
Well..both I guess. But I am referring more to an investment with time horizon of 6 months. GS led the financials last rally and I just think WFC and JPM are poised to lead this rally. With the emphasis on JPM