The stock market today rallied higher following the Retail Sales and Consumer Sentiment data. "We had positive economic data that was released. We will continue to see volatile markets. Market sentiment has become too negative and I remain cautiously optimistic. I see a recession in the first half of 2023, but I don't think it will be a particularly difficult one. The S&P 500 will end the year around 4,150,"says Shana Sissel. Sissel then provides her stock picks which include Leidos Holdings (LDOS), Nvidia (NVDA), Marvell Technology (MRVL), and Occidental Petroleum (OXY).