When they don't let you in, sometimes you need to barge through the door, I guess. For a second day in a row, a quiet but sneaky-strong morning for stocks gave way to a lurch forward for the indexes. Are there still enough under-invested, over-defensive investors out there looking to add exposure to stocks who were counting on what the almanac says is often a dip in early December before the seasonal year-end rally? Was the ECB meeting yet another spot on the calendar that gave some traders pause and then passed without incident? Could be.
Here's what I'm watching heading into the closing bell: