Show Notes: Cash is still pouring into money market funds… https://x.com/MikeZaccardi/status/1984585372366750138 S&P 500 Index vs. S&P 500 Equal Weight… https://x.com/dailychartbook/status/1985380197089370155 A Fed Cut in December? Source: Briefing.com “The Big Picture” https://www.briefing.com/InPlayEq/Commentary/TheBigPicture.htm Tech Performance YTD Source: X Post from The Trading Initiative on 11/3 https://x.com/howtoswingtrade/status/1985521724297761236 Don’t Mix Politics And Investing Source: X Post from Ryan Detrick https://x.com/RyanDetrick/status/1985356620168106074 #325 Topics: $7.5T in cash sits in money markets — fuel for future gains once rates fall below 3%. Market concentration peaks — S&P 500 cap-weighted index beats equal-weighted by 13%, signaling opportunity in overlooked large-caps. Fed uncertainty grows — odds of a December rate cut drop from 90% to 65% after Powell’s comments. AI drives tech rally — strong earnings and spending power gains, but a 20%+ correction looms when AI growth slows. Cautious sentiment lingers — investors hesitate despite market highs, risking missed opportunities.
