The Day After Fed Rate Cut: Why I'm Not Chasing Tech Higher

Cutout paper illustration representing scheme and Stocks inscription

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KEY HIGHLIGHTS:
• Why the tech breakout to new highs might be a knee-jerk reaction
• The UK rate vote shift that changes everything about global easing
• Copper's breakdown signaling economic weakness, not growth
• NextEra utility setup targeting $7 move (10% + dividends)
• Gold pullback creating last reasonable entry before 3800-3900 targets
• Triple witching Friday volatility warning


CONTRARIAN POSITIONING:

While everyone's buying the rate cut rally, Blake explains why cross-asset signals are screaming stagflation setup instead of growth recovery. IEF bond analysis, copper's 5% breakdown risk, and why utilities are the real opportunity.


SPECIFIC LEVELS COVERED:

  • Copper breakdown: 23 cents lower
  • NextEra target: $77
  • Crude key level: $65

This isn't about following the crowd into obvious trades. It's about positioning for the macro reality developing while others chase headlines.

Perfect timing with triple witching volatility hitting Friday!

Video Length: 00:10:11


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