Santoli’s Monday market notes: Cyclicals, banks rally, but will the early-month strength trend hold?

This is the daily notebook of Mike Santoli, CNBC's senior markets commentator, with ideas about trends, stocks and market statistics. Brisk rally in cyclicals and heaviness in tech/growth translates into a mild bounce for the S&P 500 not quite recouping Friday's drop.

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Pro Investors! There is only ONE the most important thing you need to know about StockMarket - WE ARE IN THE BIGGEST STOCKMARKET BUBBLE IN HISTORY!!! 205% Ratio of StockMarket CAP to GDP!!! SIGNIFICANTLY OVERVALUED!!! DON'T LOSE YOUR MONEY!!!

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