Follow the Big pile of cash. NOT Mid-Caps & Small Caps

Feb 23, 2025

∙ Paid

I will open with Warren Buffett’s cash pile which is at a record.

Have you also heard in the past year that the next logical area to rise, because the concentration is so heavy in the Mag 7, will be small and mid caps stocks as money spreads around? This is utter nonsense. There is not enough market cap for the small and mid caps to absorb a true rotation.

Last week we saw some selling. Did we see that forecasted rotation?

Fast forward to the answer:

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