My shiny discrete REITs portfolio

INV 86.83% former REIT
RWT 31.22% yield 7.12%
TMA 16.18% yield 10.26% Kiplinger's reco
MFA 17.06% yield 11.28% Kiplinger's reco
RSE 12.61% yield 4.70% largest landholder REIT

My crappy defense portfolio

The only one flying high is the company that makes those awesome TASERS:
TASR 104.82%

The rest follows:

ASE -36.22% deals with x-rays
INVN -14.89% explosive detection
ATK -11.87% taipan grp reco
LMT -13.07% taipan grp 0.98 reco
NOC -7.36% naval tech taipan grp reco
GD -21.19% taipan grp reco
LLL -3.64% taipan grp reco

What fuels the stock/bond rally?

According to Louis Navellier, there's a record amount of cash on the sidelines, over $2.4 trillion in money market assets.

Money market funds now represent over 28% of the value of the Wilshire 5000, an extremely broad-based stock market index.

Normally, money market assets represent only around 12% of the entire market.

However...

He says that now it's becoming increasingly difficult for banks to sustain high-volume real estate loans and that the real estate market is softening, and many homeowners have already refinanced. He says that real estate is getting soft and real estate lending is slowing down, so banks will have no choice other than to lend to businesses, improving businesses spending.