I don’t see any reason folks will sell their stocks, notes Jason Ware. He discusses potential catalysts for continued market gains. He talks about how a recession, or no recession will determine which path we take. He suggests sticking with quality, as he still likes large cap tech and high-quality consumer growth stories like SBUX, COST, V, and HD. He outlines adding in some defensive tilts at the margin given elevated risk of recession such as LVHD, LMT, and UNH. Tune in to find out more about the stock market today.