The market finally looks like it's breaking out which is a great sign for Q4: Nvidia released bullish news and the market reacted well to it, the S&P 500 was up 4 of the 5 trading days last week to finish at all-time highs, and the Q3 earnings train continues to roll through town with good results. September CPI is flat at 3.3% and the market is pricing in a 0.25% in each of the last two FOMC meetings in November and December.

This week, I discuss:

1. What history teaches us about bull runs and how long they last,
2. Why hard stops in your portfolio can save your capital, and
3. The difference between diversification and "over" diversification.

Pantile Investments' Principal David Baines recaps what happened in the US stock market last week and what it means for your trading in the week to come.