Occasionally, an editor will pitch a story that sounds like absolute bait – like, say, my editor tossing me the topic "overvalued stocks to buy."It's a seemingly silly premise – one that is practically begging me to joke around while I point and laugh at ludicrously priced stocks that Wall Street seems to love anyway.Well, ha-ha, joke's on her! I have a perfectly mature argument as to why looking for expensive stocks is a legitimate way to find compelling equity ideas.Subscribe to Kiplinger’s Personal Finan ...

Market Seasonality & Trends - The market typically experiences a summer rally from May through July, with the first year of the presidential cycle showing an average increase of approximately 5.5%, this year reaching 13.8% [2] - Seasonality tends to turn negative from August through October, potentially leading to market backing and filling [2][3] - A traditional scary October drawdown is anticipated based on studied data [3] Key Technical Levels - Support levels are identified at 6100 to 6200, while resistance is around 6600 [4] - The cyclical uptrend that began in April is expected to rally into the 6400-6600 area by year-end [4] - A dip could test rising 26 and 40 week moving averages around 5900 [4][5][6] Yield Curve Analysis - The 30-year yield rebound towards 5% could be forming a rising wedge, suggesting a potential downside break towards 4.4% or even 4% [8] - The five-year yield might be forming a distribution top, indicating a potential decrease if it breaks lower [8] - Continued steepening in the yield curve is anticipated, potentially leading to 2 or 3 rate cuts this year [9] Investment Focus - The current long-term secular bull market favors larger companies, leading to outperformance of the largest stocks [10] - Growth stocks are showing strong performance versus value stocks across market caps in the US, with new relative highs for Russell 1000 growth versus Russell 1000 value, S&P growth versus S&P value, and small cap growth versus small cap value [11] - Internationally, value is breaking out versus growth, presenting a different dynamic [12]

Will this trend continue in the second half. Our next guest unveiling two new ETFs that he's launching tomorrow focusing on large cap growth and large cap value. Joining us now is Crossmart Global Investments CEO and CIO Bob Dah.Bob, it's great to have you on and let's start right there. What do we need to know about these ETFs and what differentiates them from what's already in the market. >> Uh yes, Morgan.Uh but we think what differentiates them is they're u active in management. Most of the launches hav ...