Heavy Weights

(1) Taking a well-deserved breather. (2) Some Financials getting a boost from likely Fed rate hike. (3) Banks facing major challenges, including Elizabeth Warren. (4) IT is taking the lead. (5) Tech & Financials account for 37% of S&P 500 market cap. (6) Consumers buying homes and cars, but department stores are stuffed with inventories. (7) Seeking reasonable valuation relative to projected earnings growth. (8) The brief case for Internet Retail, Home Improvement Retail, General Merchandise Stores, Homebuilding, and Automobile Manufacturers.