Aug. 21 at 2:50 PM
$SPY $QQQ $SHY rate cuts bets are fading. So if the market is going to go higher. All that false rotation into
$RSP and rate sensitve plays like home bulders. Will rotate back into the
$MAGS pile plus Oracle , Palantir , and broadcom.
AI energy plays. You know the market.
If we dont see that then we could actually see a sustained down move in the indexes.
Unthinkable right stocks could actually go lower after rate cut hopes needed to increase multiples fades...