Halftime Report Can Stocks Pull Off a Year-End Rally 12/26/24
Dec 26, 2024
In this insightful discussion, guests include Josh Brown, a wealth management expert known for his market trends analysis, and Bryn Talkington, who shares her strategic portfolio insights on stocks like Palantir and Dell. Joe Terranova delves into market dynamics and the influence of algorithms, while Jim Labenthal analyzes interest rates and potential for a rally. They debate the possibility of a year-end surge in stocks, the impact of rebalancing strategies, and highlight top stock picks for 2025, including Amazon and 3M.
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Year-End Trading
- Don't overemphasize the last few trading days of the year.
- Most investors have likely performed well and won't make drastic moves.
Market Mechanics
- Algorithms and zero-dated options heavily influence daily market movements.
- This can cause seemingly illogical price action, like small caps rising with increasing yields.
Market Breadth
- While the S&P 500 approaches all-time highs, market breadth is weakening.
- Only 30% of S&P 500 names are above their 50-day moving average.