In the meantime, Trump cancelling a meeting with top congressional Democrats that just days before the government is set to shut down if a funding deal cannot be reached. But even through all this, your next guest is not too concerned. He still expects a strong endofear rally.Joining us now to discuss is Ryan Dietrich. He's chief market strategist at Carson Group. He has been long. He has been correct for years.It's like you and Tom Lee and a few others, Ryan, have been sticking to your guns even when other ...

Market Outlook - The market is expected to experience a strong end-of-year rally despite recent political uncertainties, such as Trump's cancellation of a meeting with congressional Democrats [1] - The market has shown five consecutive months of gains, which historically leads to a median return of almost 6% in the fourth quarter [4][3] - Momentum remains a significant factor in the current bull market, with expectations of continued upward movement [4] Investor Sentiment - There is a prevailing optimism among investors, with a notable increase in retail sales and strong profit margins, countering recession fears [6] - Corporate buybacks are at record highs, indicating that companies are actively investing their cash reserves back into the market [7][8] - Despite some concerns about market complacency and potential corrections, the overall sentiment remains bullish [10][11] Market Participation - Recent market performance has shown limited participation from mid-cap stocks, with only technology and communication services outperforming [11] - The technology sector constitutes approximately 34% of the market, raising concerns about over-reliance on this segment [14] Diversification Strategy - A diversified portfolio is recommended to mitigate risks associated with sector-specific downturns, particularly in technology [14][15] - Historical data suggests that a diversified approach can cushion the impact of market pullbacks, as seen in previous corrections [15]

Life Investments. Lauren good morning. Good to see you.>> Good morning Frank. Great to be here. >> All right.We're going to talk a lot more about the integrity of this data for CPI or questions about it at least coming up later in the show. But first the number itself. What do you think this means for the market. >> There's a couple of things that this data means for the market.The first is to acknowledge that 0.3% month on month inflation doesn't sound like a big difference from 0.2% month on month, but if ...