This week has been a big victory for stocks. We weathered the continuous stream of bad news a lot better and we weren't shocked when companies warned for the third quarter. Investors are starting to forget about the past and focus on the future.

Because it wasn't a major news day, per se, it was also smart to open as quickly as possible.

The economically sensitive stocks are doing well. Historically, that's a sign that the economy is improving.

Stocks moved up after reports said the incident was an accident. But I think the bigger story is that there is a pattern developing where there is a growing pool of buyers that are consistently coming in and buying on weakness.

I think most folks know what they want to buy. Certain stocks are starting to creep higher and you want to be ahead of the curve.

There seems to be some pent-up demand for stocks that wants to be unleashed. The percentage gains that can be made here are phenomenal, and no one wants to miss them. It's not so much a knock against the blue chips but the techs represent so much potential down here.