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STRATEGIST AT THE CARSON GROUP RYAN GOOD MORNING. GOOD TO SEE YOU. >> GOOD MORNING FRANK I FORGOT TO GET THE MEMO TO WEAR SOME GREEN TODAY.BUT LOOKING GOOD FRANK. THANKS. >> WELL, THANK YOU VERY MUCH.I'M TRYING TO BE IN THE HOLIDAY SPIRIT. SPEAKING OF THE HOLIDAY SPIRIT, I FOLLOW YOU ON SOCIAL MEDIA. RYAN, YOU WERE POSTING ABOUT THE FACT THAT WE DIDN'T GET A SANTA CLAUS RALLY THE LAST TWO YEARS, BUT WE'VE NEVER MISSED THREE IN A ROW.YOU'RE ALMOST SOUNDS LIKE YOU'RE ALMOST GUARANTEEING A SANTA RALLY THIS YEA ...

transports, right. Coming off the third week of gains, first time since August, by the way. Piper Sandler talks about that 82% of transportation sector stocks are trading above their 40week moving averages.Ed Yardani within the S&P industrials transportation stocks have been strong. Dow theory indicates an upbeat economic outlook would continue with continued broadening of the market's leadership in 2026. Perfect segue to a trade alert from Stephanie Link joins us now with a new buy and it is Union Pacific ...

what looks to be another record setting day on the street. >> It does. Um and led by a different group uh than we got used to for most of this year.So yeah, talking about this very very aggressive rotation toward cyclicals. It's been the takeaway from the net dovish message from the Fed. Uh what's interesting is now that we are basically within a few points of the old record in the S&P, it's 6 weeks ago, so you're basically at the same level the S&P 6 weeks ago.You have banks up like 7% since then. Uh trans ...

Group 1 - The cyclical stocks are experiencing a rally, moving beyond the dominance of big tech stocks in large-cap strategies [1][2] - Cyclicals are now outperforming defensive sectors, which were initially favored by investors during periods of macroeconomic uncertainty [2][3] - High-beta stocks are at year-to-date highs relative to the broader market, indicating a shift towards a more bullish market sentiment [3] Group 2 - The BNY Mellon Dynamic Value ETF (BKDV) is an actively managed fund aiming for deep capital appreciation through value stocks [4] - BKDV employs a stock selection process that combines quantitative and fundamental research, focusing on intrinsic value, sound business fundamentals, and positive business momentum [5] - As of October 31, 2025, BKDV has a significant allocation towards cyclical sectors, with financials and industrials making up over 39% of its portfolio [6]

City is sticking with its bullish playbook, focusing on five stock selection narratives. AI at a reasonable price, positive ROE trend, inflecting growth, return on growth capex, and high earning sharp. So, let's bring in Drew Pettit from City to break this all down.Drew, welcome back. Last week, you told us the market's fully valued. This week, you got some themes.Which one of these do you think is the most counterintuitive. >> I would say the inflecting growth theme. It's funny.We're we're talking about th ...

Core Viewpoint - The current market environment is favorable for equities, particularly in the tech and cyclical sectors, with expectations of continued earnings growth and potential for further market rallies as interest rates decline [1][2][4]. Earnings and Growth - Companies are expected to maintain strong margins due to good sales and slow payroll growth, leading to double-digit earnings growth in Q3 [2]. - Small-cap stocks have rallied nearly 40% since April, indicating strong market performance in this segment [4]. Sector Preferences - The cyclical sectors, including financials and industrials, are favored for investment, with expectations of continued performance as the market broadens [2][3]. - Tech remains a strong area of interest, especially during periods of market volatility, with potential for further growth as deregulation takes effect [5]. Market Conditions - The current economic environment is described as "Goldilocks," with the Federal Reserve expected to lower rates, which could lead to increased investor confidence in riskier assets like stocks [4]. - The S&P 500 is projected to reach unprecedented levels, with estimates suggesting it could hit 7,000 [3]. Investor Sentiment - Negative sentiment in the market has been beneficial for equities, and a shift in investor psychology could occur as mortgage rates decline, potentially unlocking the residential housing market [5][6].

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