For the first time in history, US money market assets have smashed through the $8 trillion mark.

Think about that.

$8,000,000,000,000 sitting on the sidelines, earning a record ~$500 billion in risk-free dividends per year.

Here’s the Alpha: This isn't just a fun stat; it's the biggest coiled spring in financial history.
Everyone is looking at the current market and asking "where's the top?" I'm looking at that $8T mountain of dry powder.

Right now, investors are happy collecting their risk-free ~5%. But the second the Fed starts cutting rates and that yield begins to evaporate, that capital is going to go hunting.

It won't trickle back into risk assets. It's going to flood.

We are staring at the potential fuel for the most explosive capital rotation we've ever seen.

The smart money is already positioning for when that dam breaks.