Here's the trap the Fed walked into:

Inflation's still hovering at 3%, yet they're cornered into slashing rates anyway. Why? Because everyday people are drowning financially while big tech valuations keep hitting ridiculous highs.

The disconnect is wild—consumers can barely keep up, but the market? It's on fire.

So what's next? More cuts coming, even as stocks trade near all-time peaks. The setup looks absurd, but that's exactly what's happening.

If you're sitting in cash, you're literally watching your purchasing power erode in real time. Assets are the only play that makes sense right now.