Well, let's stick with the Fed rate cuts and what it means for your portfolio. Joining us here at Post 9, City Research head of global strategy, Rob row. Rob, thanks for being here uh with us here.Great to see you, Courtney. >> Yeah, obviously the market just keeps hitting record after record. It seems almost unbelievable, but it keeps happening even with all of these macro crosscurrens.But your expectations are that we're going to hit around uh what 6,600 for year end >> by year end. >> So, a little lower ...

Geopolitical Concerns & Defense Stocks - Defense stocks are rallying due to rising geopolitical concerns [1] - The situation's containment depends on Iran's retaliation capabilities, specifically regarding ballistic missiles [2] - Israel's ongoing attacks face challenges in penetrating deep Iranian sites, raising questions about US assistance [2][3] Iran's Nuclear Program & Political Ramifications - The US administration previously offered Iran a deal to enrich uranium under Arab states' supervision, but talks collapsed due to Iran's refusal [7][8] - There's unified political support (excluding the far left) for Israel's defense against Iran and preventing Iran's nuclear weapon development [6][7] Potential Regime Change in Iran - Significant opposition exists against the current regime in Iran, which is already facing economic difficulties and isolation [9] - The possibility of regime change hinges on political support and encouragement from the US and Israel towards Iranian opposition groups [10]