Expect modest rebalancing out of large caps into small/mid-caps as breadth continues to improve, notes Thomas J. Hayes. He forecasts December after the November equity rally. He highlights that December is one of the strongest months for small caps. He mentions that we may see breathers for MSFT, AAPL, META, and GOOGL, as small as outperform in December. He then goes over his stock picks which include VF Corp. (VFC) and Crown Castle (CCI). Tune in to find out more about the stock market today.