Last week we discussed with Varney & Co. $bitcoin bottoming as a potential sign for a move higher in the broad market. Getting some confirmation today. Anything can happen but like how things are setting up.

Everyone expects a "Hawkish Cut" so the only surprise would be a dovish cut.

For those asking we bought bonds this morning. Not sexy but we thought the risk reward for more conservative clients was attractive with 10/yr at 4.19 %

I look forward to joining my friends Varney & Co. tomorrow at 9am. Today's "Dovish Cut" clears the way for new highs. Hope you can join us!

Look at today's tape. We discussed today Varney & Co. the broadening out of the market that continues today. The runway to ATH is ahead of us and many will be forced to buy into year end.

Since all the narrative is saying the tech trade is dead means it’s probably time to buy. Have a great Friday !

It was great to join Maria Bartiromo with Kenny Polcari this morning. We covered a lot about the set up heading into 2026. Merry Christmas to you both!

Thanks for having me today!

I will be joining my friends Varney & Co. tomorrow at 9:25am to discuss markets. Hope you can join us!

There has been a lot of selling this week and VIX is still under 20. I like that setup into year end.

At one point today my feed was so bearish you would think we had VIX 30 and S&P 15% off highs . This tells me all I need to know about how they are positioned

Great morning hunt. Finished in time for the open.

On Tuesday with Varney & Co. we discussed the possibility of today’s inflation number being a possible tail wind for markets. Let’s see what happens.

Here is Tuesday's interview with Varney & Co. . We discussed inflation, tech, and what we are roatting into for 2026. Thanks to all for watching us!

I will be joining the great Charles V Payne to close out the week. Tune into Making Money tomorrow!

I will be joining my friends Varney & Co. tomorrow morning to start the week. The Santa rally that so many doubted just a week ago may be on the way. See you at 9:25am!

I will be joining Varney & Co. at 9am to discuss the Tech set up for 2026. See you soon!!

Today I discussed a different playbook for 2026 with Varney & Co. . This may not be a popular opinion but we will see how it plays out. Thanks to everyone for a great 2025!

Today’s GDP # supports our thesis of owning economically sensitive areas heading into 2026. Ignore the noise Growth is accelerating.

Shortened market days still count towards 2025 performance. Keep your eye on the ball.