These holidays, Thanksgiving and Christmas, fall in these windows of weakness, the periods exactly after options expiration, notes Cem Karsan. He joins Oliver Renick to discuss the recent stock rally. He goes over whether bears missed their chance. He talks about how if the market continues to challenge the Fed, which he thinks it will, the Fed is going to get pretty hawkish again. He then looks at short versus long-term trades, as well as his year-end playbook. Tune in to find out more about the stock market today.