Stock Market Today With IBD Stocks Continue To Rally; ASML, Pan American Silver, Comstock Resources Strong
Nov 26, 2025
Ed Carson, a seasoned news editor and market analyst, joins to delve into the recent market rally, particularly the impressive gains in small caps. They discuss sector rotations towards airlines, homebuilders, and the strength of gold stocks. Carson cautions against high-beta growth stocks and highlights ASML's breakout potential and Pan American Silver's recent earnings momentum. The duo also examines Comstock Resources' natural gas surge, influenced by ownership and weather risks, all while gearing up for a Thanksgiving trading schedule.
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Broad Market Rally Gains Steam
- The market delivered four straight up sessions with the Russell 2000 rallying ~8.3% over four days.
- Ken Shreve and Ed Carson highlight broadening strength beyond tech into small caps and cyclicals.
Scale Into Strength Gradually
- Gradually build exposure when a market shows steady strength instead of buying all at once.
- Ed Carson advises being aggressive but adding positions over time to avoid getting hurt by pullbacks.
Falling Yields Fuel Market Optimism
- Treasury yields fell sharply, pushing the 10-year below 4% and boosting odds of a December Fed cut.
- Ed ties lower yields partly to economic concerns and hopes for easier Fed policy helping markets, especially speculative names.