
Spotlight: Ark Innovation ETF (ARKK) – Vol 99
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Inflation came in cooler. Washington signaled stability with China. The Fed is not just cutting, it is preparing to ease financial conditions more broadly. Instead of panicking into volatility, the market did the opposite. It tightened, absorbed, and then broke out.
September delivered what traders had been begging for: interest rate cuts. After years of restrictive policy, the pivot finally arrived.

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2025 is here and off to an interesting start, with a new administration, frequent policy changes, new appointees in critical roles, and the long-anticipated effects of easing monetary policy finally showing up in the charts.

The Impact of 2024’s Rotation This year, we’ll witness the effects of the market rotation observed throughout 2024. Much of

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