Welcome to Closing to Overtime, I'm John Fort.

Morgan Brennan is off today.

Coming up this hour, Charles Schwab's head of fixed income breaks down the big moves in the bond market

this week, with the 10-year yield sinking below 4% after that Fed decision.

Plus we got your health care playbook for 2024.

Well, as Fargo's analyst lays out the six picks that need to be on your radar for healthy returns in the new year.

We begin though, of course with the market and a push higher in the final moments to close

out another strong week for the Bulls, the seventh consecutive week of gains for the major averages.

Small caps were the biggest winners this week.

The Russell 2000 jumping more than 5%.

Joining me now is Daniel Skelly from Morgan Stanley Wealth Management and Barry Knapp from

Ionsides, macroeconomics.

Guys, welcome, happy Friday.

So I'm looking at what moved today in particular Daniel and I see underneath

tech and com services security Z-scaler, Palo Alto networks, Crowd Strike,

some of the big cloud names and AI hardware, including

Invidia, Super Micro, even Intel Higher.

Where do you go from here after these kinds of games if you were holding these and can you can you chase them if you weren't?

Sure John and happy Friday. Thanks for having me on so look the last couple of days has seen a vicious rotation

into the laggards, right? The small caps, the higher beta cyclicals, the leverage

stocks within the market, and that's following of course what had been a

obviously a tumultuous year for those types of stocks versus the

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