Banks fly again

Dalian is up again today though not at new highs:

Big Iron is trailing with FMG now in clear air once more:

I personally think that the miners are fairly priced here. A pull back to $50 by year end would still leave them highly profitable and put them on fair multiples.

Big Gas is mostly weak, perhaps on the ORG numbers:

Still untouchable.

Big Gold is firm as Europe buys it even as the US sells:

Banks are the star performer today with CBA printing a decent result. I still think this sneaky bull could run further on the rising yield curve despite the local headwinds. That gives the bourse a chance to run to new post-GFC highs:

Big Spruik is its usual disgusting self:

Booo.