First, the two banks I like: Goldman Sachs (GS) and JP Morgan (JPM) seem like they are waking from their slumber. Some of that might be an interview I read on Bloomberg.com , where Dick Bove raves about the banks sector. Given that he most recently squawked negatively on Wells Fargo (WFC), he is now becoming a total prop of the bulls. I wonder if Meredith Whitney would take a victory bow and slap Goldman Sachs on to her buy list? Why not? She's up $15 from her sell recommendation.

First, the two banks I like: Goldman Sachs (GS) and JP Morgan (JPM) seem like they are waking from their slumber. Some of that might be an interview I read on Bloomberg.com , where Dick Bove raves about the banks sector. Given that he most recently squawked negatively on Wells Fargo (WFC), he is now becoming a total prop of the bulls. I wonder if Meredith Whitney would take a victory bow and slap Goldman Sachs on to her buy list? Why not? She's up $15 from her sell recommendation.

First, the two banks I like: Goldman Sachs (GS) and JP Morgan (JPM) seem like they are waking from their slumber. Some of that might be an interview I read on Bloomberg.com , where Dick Bove raves about the banks sector. Given that he most recently squawked negatively on Wells Fargo (WFC), he is now becoming a total prop of the bulls. I wonder if Meredith Whitney would take a victory bow and slap Goldman Sachs on to her buy list? Why not? She's up $15 from her sell recommendation.

Tech: Google's (GOOG) getting a lot of good play on its cellphone operating system, which is about to be rolled out on Verizon (VZ), even though I am not a huge fan.

Tech: Google's (GOOG) getting a lot of good play on its cellphone operating system, which is about to be rolled out on Verizon (VZ), even though I am not a huge fan.

Tech: Google's (GOOG) getting a lot of good play on its cellphone operating system, which is about to be rolled out on Verizon (VZ), even though I am not a huge fan.

The Apple (AAPL) short over lackluster Chinese demand is being muted today by stories about massive gray-market sales -- non-carrier -- which will buoy the numbers.

Oil? Failed to go below the key $79 level and that's enough to ignite buying in the group. Maybe that great quarter from Marathon (MRO) is helping? Or maybe it is all the deal chatter I am hearing.