Andrew Arons expects a rate cut next week and “continued cuts through the beginning of the year.” He argues that the market has “baked some of this in” already. He predicts 2026 will “look pretty good” also, with a “long runway” and “good earnings.” While valuations “may look stretched,” he argues earnings growth is supporting them. His stock picks include Amazon (AMZN), Lululemon (LULU), and Meta Platforms (META).