Tim Stanley: There was a big reversal in the market today because of good economic data. He says some might question if we're back to a world where good news is bad news. But he points out that you really don't want to extrapolate too much from one day's trade. The Russell 2000 has outperformed the S&P 500 over the last month, and energy, financials, industrials are performing better than tech names all year long.

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