Banks rally and rally hard in this environment, and we know that's happening. The stress test should give the strong banks the chance to prey on the weak, as I think everyone has the wrong story about the stress test. The results of the stress tests will likely not be more money except for perhaps Citigroup (C), although I doubt even that.

We'll get a lot of mergers, which will strengthen banks like FirstMerit (FMER) and JPMorgan Chase (JPM).

We'll get a lot of mergers, which will strengthen banks like FirstMerit (FMER) and JPMorgan Chase (JPM).

Autos would be rallying, but only Ford (F) can rally because it's the only solvent manufacturer, which is bullish as all get-out for that company.

Taking the early-cycle place of the traditional autos are AutoNation (AN), CarMax (KMX) and AutoZone (AZO); Cooper Tire (CTB) and Johnson Controls (JCI); and Autoliv (ALV), which just doubled in five weeks.

Taking the early-cycle place of the traditional autos are AutoNation (AN), CarMax (KMX) and AutoZone (AZO); Cooper Tire (CTB) and Johnson Controls (JCI); and Autoliv (ALV), which just doubled in five weeks.

Taking the early-cycle place of the traditional autos are AutoNation (AN), CarMax (KMX) and AutoZone (AZO); Cooper Tire (CTB) and Johnson Controls (JCI); and Autoliv (ALV), which just doubled in five weeks.

Taking the early-cycle place of the traditional autos are AutoNation (AN), CarMax (KMX) and AutoZone (AZO); Cooper Tire (CTB) and Johnson Controls (JCI); and Autoliv (ALV), which just doubled in five weeks.