Here's a look at recent activity in the XLF component model. Most recent winners have been AIG and BAC. We're seeing a modest gain over SPY short term but the volatility is also higher so we have to watch those P6 stops.
The markets started out the day with the NYAD at 23!!!!!!!!!!!. Absolutely astounding and presumable based on the weekend pronouncement of a "deal" on Syria. Not quite sure how much more juice they can continue to squeeze out of the Syria thing...its mostly based on hype and hope...not really the best investment criteria, but who cares as long as the bull run continues (except for APPLE, which has fared VERY poorly lately).