Jason Betz discusses the market's current state, noting that a "no news is good news" environment is driving year-end excitement. He suggests that while a "Santa Claus rally" is possible, investors should remain cautious. Betz emphasizes rebalancing portfolios, trimming high-flying stocks, and being properly allocated for 2026, which he expects to be "more boring." Betz also highlights potential in U.S. small-cap stocks and international markets, noting that a weakening U.S. Dollar could benefit foreign currency holdings for U.S. investors.