I Have Nothing to Add…

Any dip is a buying opportunity. I think we're heading to 6,600 next year.

Action to Take: Markets are recalibrating this morning after yesterday’s Fed-driven tech rally and Trump’s landmark victory. We're waking to find China's $1.4 trillion bid to stabilize its economy through debt refinancing fell flat, disappointing traders expecting direct consumer stimulus. With Powell still hinting at a December rate cut, all eyes are now on how markets adjust to this week's dramatic policy shifts. If we see a dip in the first hour or two of trading, watch SPY at 594.20 (S&P at 5960) for a potential rebound higher this afternoon. Looking ahead, anticipate a surge in fiscal spending that could reshape Fed strategies. With increasing fund flows and growing inflation concerns, liquidity will drive markets more than fundamentals for the foreseeable future.

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Momentum: Strong buying persists as equity funds saw a staggering $20 billion on Wednesday—the largest one-day inflow in five months—while small caps enjoyed their biggest injection at $3.8 b…