"That might be possible," the firm's chief investment strategist told CNBC's "Trading Nation" on Wednesday. "Fundamentals are looking decidedly better, and it may be that the bulls win for the summer." The market is showing encouraging signs. On Wednesday, the Nasdaq, which is up almost 11% so far this year, closed at an all-time high of 14,271.73. However, the broader S&P 500 and Dowsnapped a two-day winning streak. The latest activity comes amid a backdrop of recent correction calls. From Invesco to CFRA Research and Moody's Analytics, there's concern that a 10% or more pullback could shake the Street this summer. Inflation fallout, Federal Reserve taper talk and Covid-19 variants are all risks noted in pullback warnings.