Powell blinked. Here's what changes.

Money ideas worth your time

The most important word in Powell's statement wasn't "inflation." It was "conditions." That single word is the setup for a rotation trade in small caps, regional banks, and - quietly - Europe.

Idea #1 - Small caps

The Russell just ripped 3%. That's not retail. That's a fund covering into strength.

Idea #2 - Regional banks

KRE is the tell. Break of the July high and the trade extends.

Idea #3 - Europe

DAX up 14% YTD in silence. When nobody is talking about it, that's exactly when you want to be in it.

Idea #4 - Bitcoin

$70k is the new $40k. ETF flows are institutional-scale.

Idea #5 - Cash

The 5% money market is still the best trade nobody talks about.

- The Money Morning Live newsroom