Kel, thanks so much welcome to Closing Bell. I'm Scott Wabner live from Post 9 here at the New York Stock Exchange.

This make a break hour begins with this major rally for stocks. Let's just go right to the

score card with 60 minutes to go in regulation. Got a new intraday high for the Dow today,

back above 40,000 for the first time since May.

So that's been a minute since we've seen that.

How about the Russell in the midst of its strongest two-day run

of the entire year? It's a broad-based move, almost everything. the industrial discretionary stocks. They're having a day. Tech right there as well and

several of the biggest names are bouncing from yesterday's sell-off and we're

going to watch Apple, Microsoft, and of course look NVIDIA, up 3.5%.

It does take us to our talk of the tape, the great rotation.

And whether this week really marked a change in tone for this market.

Let's ask Cameron Dawson, Chief Investment Officer for New Edge Wealth.

She's with me here at Post Nice. Nice to see you.

Good to see you.

This is quite a day.

What do you make of the market reaction this week?

There is enough of a short off-sides position in those unloved areas of the market that just on

positioning normalization alone this rally can continue. Look at futures positioning in

something like the Russell 2000. It's at its lowest

levels since 2022, which just says a lot of people are offside. So if you continue to see this fading

in yields, this fading in inflation, and growth holding up,

all of those things being very important for that to continue,

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