The Fed cut rates—now the real move begins
Markets are rallying, but the next opportunities could be hiding in plain sight—gold, small caps, and more
The Fed’s long-anticipated pivot is here: a 25 basis point rate cut, the first of 2025, with hints of more to come before year-end. Markets celebrated—Nasdaq and S&P 500 futures hit fresh highs—but this isn’t just about short-term relief. It’s about positioning for what comes next.
The key is to look beyond what’s already priced in.
Yes, big tech is rallying. Nvidia gained 3%, and Intel soared over 30% on news of a $5 billion partnership. But opportunities are opening across the board, not just in the usual names.
Where are we seeing potential?
Gold setting up quietly
Gold often shines in rate-cut cycles—especially when inflation stays manageable. The lower real rates go, the more attractive non-yielding assets like gold become. If the dollar weakens, watch gold for a breakout above recent resistance levels. Capital is starting to rotate defensively, and gold is back on the radar.
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Small caps and credit-sensitive sectors
Lower rates ease funding pressure. That’s a lifeline to small and mid-cap companies, many of which are still trading at a discount. Industrials, regional banks, and select retailers may be set to outperform if the rate environment softens further.
Crypto as a liquidity barometer
Bitcoin is pushing toward $117,000. Every prior easing cycle in the past decade saw a strong crypto response—not because of rates directly, but due to the broader increase in risk appetite and liquidity. If BTC volume rises from here, it could be a leading indicator of speculative momentum returning.
Don't buy Oracle, do this instead
With artificial intelligence now creating an average of 1,539 new millionaires every single day last year...
It's perfectly normal to be asking where you can move your money to catch up – and avoid missing what CNBC calls "the largest wealth creation spree in recent history."
What to watch now:
Gold testing key technical levels
Small-cap ETFs like IWM vs SPY strength
Crypto volume surges and BTC dominance
In short: the Fed moved—and that changes the game. The rally may feel obvious, but opportunity lies in the sectors that haven’t yet reacted fully to the shift.
-Christopher
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