There's no doubt that the Financial SPDR ( XLF ) had a monster bounce off of the February 11 lows. Secondly, stocks have struggled to make any tangible progress since the central bank of the United States ended six years of unconventional monetary policy intervention roughly 18 months ago. If you subscribe to the notion that the Fed's balance sheet is - for all purposes and intents - the primary driver for asset price inflation, you probably have a substantial money market position already.