Welcome back. Major indices rebounding off those session lows at the open this morning, trying to save off some back-to-back weekly losses. Should we be treating this as a buying opportunity.Joining us this morning, Wilmington Trust chief investment strategist Megan Shu is with us. Help make some sense of this Friday. Megan, what is your sense about where we are and what needs to happen to bring more stability, get that VIX a little bit lower.Um, yeah, Carl, I think actually in the short term, a little bit ...

Core Viewpoint - Investors may experience "some sort of, at best, sideways action, maybe some sort of pullback," but the bull market can persist as long as liquidity and earnings remain strong [1] Group 1 - Bob Doll, CEO and CIO at Crossmark Global Investments, expresses a cautious outlook for investors [1] - The continuation of the bull market is contingent on strong liquidity and earnings [1]

Carol, there there's been a lot going on the past few weeks. A lot of talk of a market bubble, whether we've hit the peak in the bull market. How concerned should investors be with this latest off.Because a lot of strategists have also been telling us that a pullback was coming sooner than later, >> right. Well, a pullback would be normal, especially when you look at the energy that's been deployed coming off of those April lows. So, some sort of a pullback in here would be natural.It's important though and ...

Market Outlook & Potential Risks - The market is vulnerable to pullbacks, which could present buying opportunities [1] - A government shutdown poses a downside risk to the economy, potentially weakening growth from an expected near-zero to 0.5% this quarter [3][4] - Market pullbacks are expected to be normal, in the range of 5% to 10% [6] - Technical indicators show the market is 12% above the 200-day moving average [7] - Softness in the economy could negatively impact earnings, especially for goods-producing companies, leading to weaker holiday spending; a survey indicates 88% of respondents plan to spend the same or less [8] Sector Rotation & Earnings - Mega-cap tech stocks have seen the biggest upside since April lows and have higher beta, making them more vulnerable to market downturns [11] - Mega-cap tech companies' earnings are expected to grow 19% in the fourth quarter, tripling the 3% growth expected for the rest of the market [13] - A sustainable increase in earnings for the rest of the market is needed to support a broader sector rotation [13] Tariffs & Policy - The Supreme Court's decision on tariffs is not expected to significantly impact the outlook, as the president is likely to implement tariffs regardless [2][3]

Market Sentiment - The market shows signs of a pullback [1] - Extreme euphoria, exemplified by Peter Schiff's behavior and people lining up to buy physical gold, suggests a market top is near [1] Price Levels - Potential pullback support levels are identified at $3,600-$3,700 [1] - A deeper pullback could reach monthly demand levels of $3,200-$3,400 [1] Technical Analysis - The gold chart indicates the rally is long in the tooth [1]

I'm loving it. And welcome to the McDonald's drive-thru window. My name is Nick and I will be taking your order today.Guy, would you like some fries with that order of liquidation. >> Put those Put those fries in the bag, bro. >> You know, we do miss some regulations.Let's be honest. Um, I must admit it. >> I >> How are the tables have turned.I don't normally I don't normally spend time wondering what's going on in Gary Gendler's head, but I would give I would give a pretty penny for his thoughts right now ...

Core Insights - The content emphasizes the importance of conducting personal due diligence before making any financial decisions [1] Group 1 - The website provides general news, personal analysis, and third-party content intended for educational and research purposes [1] - It explicitly states that the information does not constitute any recommendation or advice for investment actions [1] - Users are encouraged to consult competent advisors and consider their financial situation before making decisions [1] Group 2 - The website includes information about complex financial instruments such as cryptocurrencies and contracts for difference (CFDs), which carry a high risk of losing money [1] - It advises users to carefully consider their understanding of these instruments and their ability to afford potential losses [1] - The content does not guarantee real-time accuracy or reliability of the information provided [1]

Katie Stockton, Fair Lead Strategies founder and managing partner and a CNBC contributor. You're just the person I could ask. Um, have you compiled statistics on people correctly calling bubbles.And is it above 0% for for people being right at least immediately. It's never happened in the history of the world, has it. >> It's like a bubble of people calling bubbles, right.And >> that's right. It is. which means it isn't which means it's not going to pop anytime soon probably right >> but it does feel like a ...

The US stocks rally has been so relentless that even the bullish types have been on edge about a sharp pullback. https://t.co/Q6TUzBCGca ...

Warren Pies is 314 Research's co-founder. He joins us now. I'm looking at 3.3% down on the NASDAQ.Is that what catches your eye the most. Yeah, thanks for having me. It it does.I mean, that's where the leadership's been. So, it's not surprising to see that's what's um giving the most back. You know, when I when I I it's a little bit of a stressful day, I guess, but when I zoom out and look at the market and where we've come from, we've gone now 119 trading days in a row without a 3% pullback on the S&P 500. ...