Market conditions strong through end of February, volatile but news-driven with hedge fund money returning

NASDAQ broke back above 50-day moving average, trends still intact despite volatility

Rotation happening to value areas like financials, energy, healthcare while tech growth remains but stocks not cheap

Historically second year of presidential cycle sees correction starting mid-March, but tax cuts and deregulation may ameliorate

Metals outlook pretty positive though volatile, energy plays can satisfy both AI growth and natural resources value story

Expects up market next year but more sedate, starting strong then digesting gains mid-year before rallying again