Rate cuts are here—what’s rising, what’s undervalued, and what’s next
As markets rally, some overlooked assets could offer more upside than the obvious winners
The Fed has officially cut interest rates for the first time this year—down 25 basis points, with hints of two more cuts possible by December. That’s a clear pivot, and markets are reacting: the Nasdaq and S&P 500 hit fresh highs, while tech is in full breakout mode.
But the biggest opportunities often aren’t where the headlines are.
Nvidia jumped 3% after committing $5 billion to Intel, helping push Intel stock up over 30%. Micron also hit record levels. But mega-cap tech may already be priced for perfection. If you’re looking for upside with a stronger risk/reward ratio, consider what benefits most in the early stages of a rate-cut cycle:
Gold quietly repositioning
Gold hasn’t grabbed headlines lately, but the case is building. Lower interest rates weaken the dollar and reduce the opportunity cost of holding gold. If the Fed continues easing into Q4, we could see more capital rotate into gold as a store of value. Watch closely if gold crosses recent technical levels—it could move fast.
Why Are Famous Billionaires Buying This Gold Miner?
See why these gold giants are backing a company still trading under $1
Small caps and cyclicals
Small-cap stocks and economically sensitive sectors—industrials, materials, select retailers—tend to outperform in the months following the start of a rate cut cycle. Many of these names are still well off highs, offering potential upside if growth expectations firm up.
Crypto setting up again
Bitcoin is hovering near $117K, with a slow grind higher following the Fed announcement. If real yields fall further, it could add fuel to the next leg up. Keep an eye on volume—early signs of accumulation are building.
Don't buy Oracle, do this instead
With artificial intelligence now creating an average of 1,539 new millionaires every single day last year...
It's perfectly normal to be asking where you can move your money to catch up – and avoid missing what CNBC calls "the largest wealth creation spree in recent history."
Signals to watch today:
Gold holding above recent support ($X level)
Russell 2000 relative strength vs. S&P 500
BTC trading volume and dominance shifts
Volatility may spike in the short term, but the longer trend is forming. In a market that’s pivoting from defense to offense, opportunity lies not just in what’s breaking out—but in what’s about to.
-Christopher
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