It does take us to our talk of the tape. This record setting run for stocks and how dependent it now is on the Fed cutting interest rates this fall. Let's ask Tomstrat's head of research, also the BitMine chairman.He's here with us at Post Nights. Good to see you. Great to see you, Scott.So, how about that question. I mean, it's on a couple of fronts. Like, we came in to this week, which you said was going to be the start of a pretty good rally, which it kind of looked like it was.Now, what. Uh I I think th ...

Carson Group’s Ryan Detrick joins 'Closing Bell' to discuss what will fuel the market rally higher, any bullish market signs and much more. ...

Market Outlook - The market is anticipating the upcoming earnings season, particularly from banks, amidst concerns about tariff threats [1] - The market is considered well-aware of potential tariff impacts, though a short-term breather is expected to assess the actual tariff rates [2][3][6] - A historic rally of 26% in the US stock market post "Liberation Day" lows suggests a need for digestion [7] Valuation and Sector Analysis - The market is generally expensive compared to its historical valuations [8] - The "Mag Seven" stocks contribute to higher market valuations due to their deservedly higher valuations [9] - Other sectors are expensive but not as much as technology, reflecting different growth rates [10] - It's difficult to identify clear bubbles in the market currently, although potential over-expenditure in AI CapEx by the "Mag Seven" could become one [11] Tariff Impact - Initial tariff headlines caused significant concern, but the market rallied as the extreme scenarios seemed less likely [4] - Renewed discussions by the president about higher tariff rates are expected to increase the overall US tariff rate [5]