Editorial companion

What stands out

Kenny Polcari of Slatestone Wealth joined Fox Business to explain why stocks are rallying even with elevated interest rates and to sketch scenarios for where markets could finish by the end of 2026. The clip matters because it forces a simple but often-ignored distinction: are price gains rooted in broad, improving corporate fundamentals, or are they the product of narrow leadership and multiple expansion that a higher-rate environment can easily puncture? Polcari’s argument is a reminder to interrogate the underlying drivers of rallies before letting headlines reshape portfolios.