We've been on a tear and it's just kind of flattening out today after hitting some near-term highs yesterday.
If the rate increases do stall out at 5 percent, I think there's still tremendous upside room for this group of stocks. Rates will be a very key metric that's going to determine whether these stocks make new highs or pull-back.
The market has been trying to hit these highs for some time, but we've been nearing them with less and less enthusiasm,