Market notes for wed

The "safe havens" of utilities and low end dividend payers got hit today while the assets that have been considered riskier,rocketed higher...banks, commodities,commodity currencies all had convincing breakouts which leaves me no choice but to be bullish. The one "safe haven" that has remained untouched as been u.s. treasuries.. I suppose part of this reaction is understandable ,as one of the biggest holders of bonds is the fed and they're not going to sweat much and scramble for the exit...that being said I do think there is plenty of other bond holders that will rethink current yields as stocks begin to move higher...I'm looking at buying a call spread in the tbt tomorrow...I also like being short the vxx against a long call position...I've had this position on for a few weeks and it has been working well...as today's euphoria fades away I think that health care should be among the best performers because yield is still important ....now a question...is there anyone that believes that part of the stock markets recent strength has anything to do with a perception the the GOP has started to appear like they want an electable candidate as opposed to one who's as far right as they can get?. Cause I do think that this is at least mildly significant...have a great night....Jim