Midday Missive

Financials up as one would expect with yields rising.

Insurers AIG & Chubb are following through to the upside.

Gold names were a gap and go.

Oil held an Inventory mid-week sell off. Closing above 65 projects higher.

Energy names and energy infrastructure are on fire. CBI

Given its Wednesday, I see no reason this flow doesn’t persist all day.

U.S. Multi-Natioanls think GD

Euro and Pounds are close to their upside targets.

GD…buy a pullback to 209 if given the chance.

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