along with stephanie lee, and for more on today's market action, "fast money" trader tim seymore stopsell, mike. so some strength especially in the s&p and nasdaq today. >> it was pretty sturdy yib even below the surface. the dow made it look like kind of a nothing day, but actually about two-thirds of all stocks up, the average stock up about half a percent. so i do think it's probably somewhat encouraging. i think sentiment is the thing to watch right now. watch for it to get a little bit too ebollient. i don't think it's a full-on change, except with the possible exception of the bank stocks. >> i think it's about the chase, about seasonality, and we're awaiting fiscal stimulation. but i think you're seeing a little bit of the chase in a variety of different sectors. but the data was good today, right? the initial claims and the housing data, and that actually is what turned around our rate picture. and once our rates turned, the financials turned and those have been the leaders and they continue to be the leader. >> the housing data starts for single family homes was the best in ni