Macro explains it, yet again Macro has been in charge of Bomber stock for awhile now. Thankfully, it's been a tailwind for a couple of days, finally. Just look around---the cyclical, risky, and high-growers are doing very well.
Of course, only time will tell if this is the start of a longer-term change for the better or not. The 10yr US Treasury is already back to 3%, and commodities have jumped, so, we'll see.