Brian Belski agrees with Tom Lee that 2026 is an earnings-driven market, which is more volatile than momentum-driven. He expects a deceleration in large-cap EPS growth (from 30% to 20%) that will scare investors, causing a 5-10% correction heading into fall. He advises rebalancing portfolios back to original weights as some stocks have doubled and become overweight. He remains a believer in the broadening-out theme driving markets into 2027.