The 'Halftime' Investment Committee give their playbook for new highs

It's a tale of two markets. If you look at it from a year-to-date standpoint, you miss the whole movie. The year-to- date obviously has been lackluster, but that's not the story that should be told.It's where we are from the April bottom. The S&P is up 27% from the April bottom. The Nasdaq is up 36% since April.Last I checked, we're not even in July yet. That's the story. I think if you look at the movie short actually that like that that time period it actually should would make you a little bit more cauti ...