b'"The stock market today is positioned for a rally. Every 20% drop in the first six months of the year has been followed by gains. There are still a number of concerns with inflation and commodity prices. Keep in mind that the QQQ price fell 83% in 2000 to 2002 and had five bear market rallies," says Eddy Gifford. Then, Gifford provides his outlier stock pick: Ford Motor Cor. (F) and his hedge picks: GLD and UVIX.'