While there was some selling Tuesday there were no real signs that a major shift in market sentiment was taking place.
Here are a bunch reasons to sell -- even if I don't believe in most of them.
The negative narrative gained some traction Tuesday as market commentators looked for a convenient explanation for the selling.
Interestingly, these two asset classes have been positively correlated in recent months.
It's annoying to be disciplined when the market opens down big and you see some opportunities.
Apple is up 10 days in a row and the buying has been accelerating, despite any specific news catalyst.
The bull trend is still strong, and the bears keep trying to find a negative narrative that will stop the buying.
When you have watched oil stocks go nowhere despite a huge run in crude, perhaps it is time to take the other side of the trade.
Investors have stopped talking about bonds and the yield inversion, at least for now.
Monday was a demonstration of pretty much everything analysts can throw at stocks to get you out while the getting is still good.