Strong Dollar, Bernanke retreating, Commodities sell-off, job growth = Return to Health
May not be great for a market pumped up on QE, but it signals real elements of recovery.
If the sequester kicks in, then there is a sign of a bit of resolve to reign in gov spending, which is going to support the current trend.
Obviously things are strong enough and housing is the leading indicator, to suggest the FED can let the baby walk on its own.
MTG and its sector, will do well.
I have time...