Strong Day on the S&P as well, that's your scorecard on Wall Street, but

winners stay late, welcome to the closing bell overtime. I'm John Fort.

Morgan Brennan is off today. Coming up this hour, so-fi CEO Anthony Notto

joins us exclusively from Sun Valley.

His company's stock catching a downgrade from Morgan Stanley today which says

so-fies should be valued like a bank after a massive run this year.

And speaking of banks, we've got Goldman's Bank Earnings Playbook.

We will speak in a rare interview with the firm's head of financial research

ahead of tomorrow's kickoff to bank earnings season.

Now, the NASDAQ and S&P closing at the highest level since April 2022,

while all three major averages extending this week's gains today.

Joining us now, BD8 Capital Partners,

CIO Barbara, Barbara, welcome. So one trading day left in a week

defined by that cool CPI print.

Now the PPI report.

Equity's up, yields down, bank earnings start tomorrow.

Do you trim more here waiting for a pullback

or do you hold tight?

Well that's good question John because in the last month or so my instinct has been to

trim positions because after such a strong run in the first half. It just sort of common sense and risk management

and years in the business,

you know that's the prudent thing to do.

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