Here are a number of things that I'm watching now.
The world's third-largest economy is likely to now be in recession, and Japanese investors have sensibly switched into defensive sectors and low-volatility stocks.
With central banks cutting rates aggressively and China and the U.S. pumping even more liquidity, be careful of being too bearish.
Fed repo policy changes confirm that external issues are having only a small impact on U.S. economic performance.
You can sell any stock that's up and take that money to the bank and no one will say, "sorry that was made off of euphoria, we can't take it."
This rally has been industry, not sector led, and it is all based on technology, whether or not market leaders reside within the Tech sector or not.
What the latest numbers mean for the Fed, interest rates and bonds.
It's the intertwining of Trump's fortunes with the stock market that allows investors to overlook all sorts of concerns that would normally have been paramount.
It's no secret that the Fed would like to get out of the short-term repo business.
The coronavirus outbreak from Wuhan has hit Hong Kong stocks hard as they resume trade. We won't know the impact on mainland listings until next week at the earliest.