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I don't check my portfolio often. Not a trader. But I did just now and wow, everything I own pumped yesterday. I'm mostly in financials (BRK.B, FRFHF, MKL, BAC) and industrials (GE, GEV, HON, CAT). But everything, my value plays and my speculative bs, all pumped. There's no news I can find. Usually there's some narrative, but Friday it seems we rallied for the heck of it. I don't think it was just rotation because everything seemed to pump. Any ideas?