Nov. 10 at 1:39 AM
$SPY $JPM $BRK.B
$OZK $KRE
As of late 2025, the total assets in US money market funds are over
$7.5 trillion. The total amount in CDs is not as readily available, as it's dispersed across many banks and institutions, but it represents a significant portion of the savings market.
As the short term yields fall closer to 3%
This money is going to move.
I don’t think it will chase equities.
I see some staying parked and barely keeping up with inflation. We will see a percentage move into bonds and fixed income. Then I would suspect some will move into emerging markets/commodities.
Real estate, NO!
We have a huge amount of cash sitting on the sidelines.
Look at the M2 money supply.
$22+ trillion
In 2007 weeks have
$7+ trillion.
