Is this a scary sign: Citi, Fannie Mae, Freddie Mac and Bank of America have been the most actively traded Big Board stocks as of late. Overall volume has been weak, which has allowed these four horsemen to wield a lot of influence over the overall market.

"This is kind of scary," notes CNNMoney. "It suggests that the late-summer portion of the almost six-month long market rally is being fueled more by speculation and momentum, not real optimism about a potential recovery in the financial sector and the overall economy."

You could easily read this as a sign of weakness, but perhaps they could also be seen as leading indicators. That may be a stretch to justify however. You really have to wonder how long the bank rally can last. 

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