SOTS 2nd Hour: Holiday Retail Stock-ing Stuffers, Trump’s Treasury Secretary Pick, and 4 Cases For A Year-End Rally 11/25/24

Carl Quintanilla, David Faber, and Sara Eisen discussed the latest for stocks as the S&P and Dow hit more record highs. Fundstrat’s Tom Lee brought the team his 4 cases for a year-end rally - and bull case for bitcoin $100k - while BMO’s Chief Investment Strategist highlighted Financials, Tech, and Discretionary as 3 sectors with more room to run here. 

Also in focus: President-elect Trump picks Scott Bessant for Treasury Secretary, closing arguments begin in the DOJ’s case against Google over advertising tech, and UBS upgrades the ‘Big 6’ tech names to buy.  

Squawk on the Street Disclaimer