 We had a rip-roaring rally on Wall Street today as the Dow enjoyed its best day in over a year, surging 742 points, or 1.8%, to a record 40,954, while the S&P advanced as well by nearly 36 points to 56.67. The Nasdaq lagged a bit, up 36 points to 18.509. Tech is sitting this one out. Banks, financials, broadly speaking, delivering better-than-expected quarterly results. Retail sales today coming in better-than-expected, unchanged, but still stronger than anticipated.