All right, sir, thank you very much and welcome everybody to this Friday edition of overtime.

I'm Scott Wapney, you've just heard the bells.

We're just getting started from Post-9 here at the New York Stock Exchange.

In just a little bit, I'll speak to investor Kevin Simpson. We've told you how he

crushed the market last year, and now he's back with some new trades this hour that he will

tell you about in just a bit. We begin though with our talk of the tape the

massive week ahead for your money why stocks are rallying ahead of it and what all of

it means to the market's next move. Let's ask Professor Jeremy Segal of the

Wharton School.

He makes his case right here that stocks can still go up a lot more.

Professor, welcome back.

It is good to see you when I last visited with you

on this show on December 30 if you said the

S&P could do 15% this year and that the first half of the year might be a lot

better than many people thought. What did you think people were missing when you said that.

Well, I never saw so many people so bearish and I think as I mentioned

when everyone's on one side of the market the market's going to do the

opposite thing.

So much bearishness is built in that any crumb of good news such as the inflation

news that we've been getting, interpreted positively

by the market and of course the hope of a pivot by the Fed.

Next week is critically important. We have to get no more than 25

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