The market keeps making new hi

The market keeps making new highs, but I don’t think this is the kind of tape where everything should be chased equally.

It still feels like leadership matters a lot.

That’s why I’m not automatically fading strength, but I’m also not pretending this is easy broad-based upside everywhere.

The higher the indexes go, the more I think people need to separate strong trends from crowded trades.

I still respect the tape.

I’m just a lot more selective here than I would’ve been earlier in the move.

Are you still leaning risk-on here, or starting to get more defensive at these levels? I'm Sitting in the fence here. Careful play!

Hawkish Warsh Sparks Rate Hike Fears: Time to Cut Growth Exposure?

QQQ fell 1.01% as new Fed Chair Kevin Warsh delivered a more hawkish-than-expected debut FOMC appearance, holding rates steady but striking a firm tone. With real wages declining for two consecutive months and inflation re-accelerating, rate hike fears resurfaced, hitting high-multiple growth stocks hardest — META and MSFT led losses as capital rotated from tech into value for the second straight session. With 'higher for longer' becoming consensus, will you keep trimming growth and rotating to value, or bet on a swift Fed pivot?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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