And welcome to overtime. I'm Scott Wabney. You just heard the bells. We are just getting started.

In just a few minutes, I'll speak exclusively to Light Streets, Glenn Kachir, and get his best ideas right now.

Looking very much forward to that interview.

We begin though with our talk of the tape, the resiliency of this market.

On display yet again today is the Dower race is a big hole and the NASDAQ surges.

Even so, some say stocks are still on the edge of

another major pullback let's welcome in BMOs Brian Belzky whose year-end

target for stocks is among the most aggressive on Wall Street and Solis Capitals Dan Greenhouse.

It's good to have you both with us.

To you first, I mean I can make a case on either way.

Either we're on the edge of something, either up or down. You look at the transport. either the

up or down.

You look at the transports today?

Negative.

Defensive posture has been sort of the word of the day.

However, we fought our way back on the doubt.

Look at the NASDAQ surging today. Tech is strong. It's a resilient market

That's where we're going. Yeah, I mean listen in the short and the short run here I think the trucking stocks which I think you guys talked about this afternoon

Are a particular importance. I think there's a big debate right now about to what degree you saw a couple of stocks like

Knight Swift and a couple of others basically tank.

My point is there's a debate, I guess,

to what degree that is for idiosyncratic factors

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