There's always the light at the end of the tunnel with these events.

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The rally is justified. The economy continues to be strong enough to keep corporate earnings growth strong, but not too strong that we'll have any sort of intense inflation worries.

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Housing has been such a huge story for the last few years. The numbers are still healthy but they aren't going up at the same rate as they used to.

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It would be a way to focus on the research-and-development part of the drug business, and let someone else focus on the consumer-products side of the business.

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The economy is strong enough to keep corporate earnings growing, but not so strong that inflation will be a major factor.

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Now that the market has had a first quarter that will make pretty big headlines, that will cause a lot of investors to exit cash positions and exit some bond positions and move that money into stocks. Investors don't want to be left out.

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