We have a combo of more conservative and more aggressive options to account for both a soft landing and shallow recession scenarios, notes Dan Niles. He discusses how stocks fall as inflation ticks higher. He talks about when the Fed cutting cycle could start. He highlights that we could see the S&P rallying in the first half of 2024 and we could also see a large selloff in the second half of 2024. He then goes over his top picks for 2024 which include Amazon (AMZN), Meta Platforms (META), Texas Instruments (TXN), SPDR S&P Biotech ETF (XBI), and KraneShares CSI China Internet ETF (KWEB). Tune in to find out more about the stock market today.