With stocks on a tear this week, the Dow Jones ($DJI) index joined the S&P 500 (SPX) to reach new all-time highs. Kevin Green notes that current moves are based on the market's optimism about rate cuts. KG adds that while that sentiment could be justified, an overaggressive rate cut cycle could be a bad omen for equities. He says investors looking for value opportunities could find China-based equities, industrials and utilities attractive, but cautions that investors should be selective and watch for signs of a pullback.