The US Stock Market Rally Is Dominating the Headlines

The US stock market has run up nicely to start the year or halfway through the year. And it's led by a handful of big tech stocks. Do you trust this rally? Should we be doing something different to get more defensive? The phrase I keep hearing is bad breadth. With the D in there, which is a heinous phrase, but that's breadth with a D somewhere in the middle there. But there you go.