After what we have seen off the last pullback - a straight up move that few if any thought possible, it would kind of be nice to get a little consolidation before trying to push higher. That's the market though - difficult as always.

Today we see real weakness in the commodities despite a weaker dollar. We see a little more struggle in some of the stuff that has ran so hard, but breath remains good, price continues higher and every bit of selling intraday finds buyers. This last spill here at the end of the day looks no different.

Then we look over at the DJIA and see it can't get going again and we are reminded that the selective nature of this move in terms of what is powering it is very real. It's the AAPLs and GOOGs that are doing it ... not IBM or MRK or PFE. Now maybe I'm splitting hairs and maybe the valuations on these big cap tech names require them to go higher, but could we get some sort of down day in here somewhere? I can't buy straight up moves. Maybe you can, but I can't. I'm sure that as soon as I do I'll be wishing I hadn't. So I buy only where we get a bonafide breakout with volume characteristics I like or a sell down on a name into a support area with volume characteristics I like. Those are few and far between and become nonexistent. Either I have to just suck it up and buy stuff that I don't like at prices I hate or I will need to sit this rally out. Unfortunately, I don't like either choice. See you tomorrow.