This market's having a hard time with certain stocks.
It has turned on aerospace, even as there is a multiyear growth path.
It doesn't like any retailer, even the ones that are doing well.
It hates hits like United Technologies (UTX), even as the company did quite well.
I have spent most of today trying to get my arms around how the market can be rallying so much with stocks in so many sectors like aerospace, banks, consumer packaged goods, restaurants and retailers and much of new tech not doing well.
It is puzzling, and I am not ready to make a judgment yet -- there are just too many conference calls to listen to.
But one thing is for certain -- it sure didn't feel like an all-time high for this guy.