The Federal Reserve is delaying interest rate cuts, but when they do occur, a rapidly expanding money supply will amplify them, potentially leading to explosive market rallies.
"So, the Federal Reserve is trying to hold off on cutting interest rates, right? And if you think, you know, it's just the measly quarter point 0.25%, you know, who cares? So, I'll tell you the thing is that it is actually a big deal because a rapidly expanding money supply amplifies the rate cuts. And when you have an amplified rate cut, it generally causes explosive market rallies."