September E-mini S&Ps (ESU14 -0.04%) this morning are up +0.08% and European stocks are up +0.03% on the prospects for a sustained peace in Ukraine after Ukrainian President Poroshenko said that Russia has withdrawn more than 70% of its troops from his country.

Ukraine, Russia Fail to Reach Deal in Natural-Gas Talks (WSJ). Boko Haram Kidnaps More Girls in Nigeria (WSJ). Déjà vu: echoes of pre-crisis world mount (FT)...

The Aerospace Industry Group has been one of the most rewarding industries and remains quite lofty. But fundamental valuations are way too high and my technical indicators are not holding up over the recent months.

Financials have displaced industrial goods, continuing their climb up our ranking. Industrials, utilities, and consumer goods all score above average. Despite being the top scoring sector in large cap last week, healthcare scores in line across the entire universe.

The best scoring mid caps from one year ago averaged 526 bps of excess over the S&P 400, with 0% turnover. The top performers included ACXM, CNO, BEAV, BC, and OCR.

The best scoring mid caps from one year ago averaged bps of excess over the S&P 400, with 0% turnover. The top performers included ACXM, CNO, BEAV, BC, and ALK.