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Stocks rallied yesterday but it was a bit of a deceptive day. The Financials got a big boost from Goldman Sachs and Bank of America giving the XLF a 2% gain, and those financial stocks in the S&P 500 accounted for basically all of the gains. The Dow gained 142-points, or +0.59%, but it was Goldman Sachs' 9.5% gain that accounted for most of that. Otherwise, the S&P 500 was up 0.22% and the Nasdaq +0.15%. Small caps led on the upside and moved above some key resistance.

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