The market isn't pricing companies anymore — it's pricing the Fed.

Every Powell speech, every CPI print, every dot plot leak moves:

• Treasury yields

• Tech multiples

• DXY

• Risk-on sentiment

Lower rate expectations = higher valuations on future cash flows.

That's why degen money keeps rotating into:

TSLA | AAPL | GOOGL | NVDA

Right now, liquidity expectations are improving. Markets front-running cuts.

But if inflation ticks back up?

Volatility returns instantly. No mercy.

Trade the Fed. Not the fundamentals.