Citi's Stuart Kaiser on why he is 'cautiously siding with seasonal upside' in the market

Uh for more on the markets, let's bring in Stuart Kaiser, city's head of US equity trading strategy. Stu, great to see you with us. Um in terms of what we saw today, what was it.What was this big rally in tech all about. >> I mean, you know, part of it was the Google headlines I think that you all discussed. Part of it was we'd had a tough week and you know, things got a little bit sold.It looks like retail stepped back in a little bit today. Retail favorite stocks are up about 5 and a half% which is a pret ...