we'll get thoughts on the markets from jack caffrey.coming up next. >>> the so-called trump rally sending the dow to a record high. it's already up more than 5% for the week alone. the s&p 500 up 4%, the russell 2000 up by 7%. joining us now is jack caffrey, global portfolio manager from jpmorgan. are you buying on this trump rally? >> we were invested going into the rally, you're seeing a dramatic rotation within the markets. the interest rate sensitive stocks have done much better. the more growth interest rate sensitive stocks have done better. they are pointing to expectations of a better day. we're trading and emphasizing the expectations more than the delivery in the short-term. >> one thing we noticed in the days following the election, the massive move higher in the trump-specific sectors, industrials, materials sector, also talking about financials. have those stocks run up so much too far too fast in essence? >> i don't think the financials have come too far too fast. certainly you have -- this is not necessarily an expensive

talking to jack caffrey and he's telling us why this market still has room to run. don't want to miss it. >> thanks so much. three hours to go until the close. we'll take a quick break and come back and do final trades next. hey gary, what are you doing? oh hey john, i'm connecting our brains so we can share our amazing trading knowledge. that's a great idea, but why don't you just go to thinkorswim's chat rooms where you can share strategies, ideas, even actual trades with market professionals and thousands of other traders? i know. your brain told my brain before you told my face. mmm, blueberry? tap into the knowledge of other traders on thinkorswim. only at td ameritrade. when a moment spontaneously turns romantic, why pause to take a pill? or stop to find a bathroom? cialis for daily use is approved to treat both erectile dysfunction and the urinary symptoms of bph, like needing to go frequently, day or night. tell your doctor about all your medical conditions and medicines, and ask if your heart is healthy enough for sex. do not take cialis if you take nitrate