Just because the S&P 500 crossed 2,800 on Friday doesn't mean a retest of the January highs of 2,873 is guaranteed.
Kevin Kelly, CEO of Benchmark Investments, is laser focused on earnings as an indicator of where stocks are going, rather than technicals.
For Goldman Sachs (GS) , which reports earnings Tuesday, Kelly awaits figure on how the bank's trading revenue performed throughout the quarter, especially given strong trading revenue from rival JPMorgan Chase (JPM) .
Goldmam Sachs and JPMorgan Chase are holdings of Jim Cramer's charitable trust.
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