Six Themes to Watch

So what has to go right to maintain the momentum that started midday yesterday with that amazing reversal? What has to go right to prove that was indeed a "whoosh bottom" (as the late, fabulous Mark Haines called it), where everybody who needed to sell has sold and buyers are at last attracted to the market?

First, we need interest rates to stabilize, or to go up at a slower level, as the economy recovers. The employment report this morning was slightly better than expected, which could provoke a gentle rise in rates. Ideally, we want them back down, which is something that's hard to get if the economy is improving. But secondarily, we want the velocity of the move to abate. You can't have a rapid surge in rates without havoc occurring throughout the system, which is exactly what happened in the last month, when rates exploded higher even as they remain historically low....457 more words left in this article. To read them, just click below and try Real Money FREE for 14 days.

Read the full story and get access to the Real Money Pro trading floor.

There’s no substitute for a trading floor to get great ideas, so Jim Cramer created a better one at Real Money and blogs there exclusively. We then added legendary hedge fund manager, Doug Kass, with his exclusive Daily Diary and best investing ideas. Staffed with more than 4 dozen investing pros, money managers, journalists and analysts, Real Money Pro gives you a flood of opinions, analysis and actionable trading advice found nowhere else, and allows you to interact directly with each expert.

Already a Subscriber? Please login.

Except as otherwise indicated, quotes are delayed. Quotes delayed at least 20 minutes for all exchanges. Market Data provided by Interactive Data. Company fundamental data provided by Morningstar. Earnings and ratings provided by Zacks. Mutual fund data provided by Valueline. ETF data provided by Lipper. Powered and implemented by Interactive Data Managed Solutions.

TheStreet Ratings updates stock ratings daily. However, if no rating change occurs, the data on this page does not update. The data does update after 90 days if no rating change occurs within that time period.

IDC calculates the Market Cap for the basic symbol to include common shares only. Year-to-date mutual fund returns are calculated on a monthly basis by Value Line and posted mid-month.