‘This is not the tech bubble’: A 41-year market veteran explains why US stocks are still cheap after surging to all-time highs — and names 4 investments that can lead markets even higher

• The S&P 500 has set record highs in four straight sessions and can keep rising.
• Oppenheimer’s John Stoltzfus shared the unconventional reason why he’s not sweating over valuations.
• Here are four market sectors that stand out in this constructive environment.

US stocks went nuclear in the last two months of 2023. The S&P 500 rose for nine straight weeks, its longest winning streak since 2004, as optimism built about future interest rate cuts.