It was a heck of a week as the markets drifted ever higher.

This was an exciting week as the bulk of large technology companies reported earnings, among many other companies.

Earnings season is underway with many of the largest companies reporting in the coming weeks.

As fear of inflation subsides and the 10-yr Treasury rate falls, investors are returning to the stock market in droves.

It was a good week for stocks as all the indexes headed a bit higher into the start of the second quarter.

The sideways movement over the last few weeks continued as mutual funds, pension funds, and other large institutions are making their final adjustments for the quarter.

The tug-o-war between rising interest rates and potentially strong economic growth continued this week as the 10-year Treasury topped 1.7%.

The Dow Jones Industrial Average (DJIA) continued to pull away this week as the rotation out of growth and into value continues.

While the week was decidedly more volatile, it ended on a positive note.

You may have noticed some of the market enthusiasm has waned in recent weeks.