My favorite chart: last week, September 11, 2025, money market funds increased by $43.82 billion to $7.30 trillion. Link here.
Sector rotation: folks selling their tech stocks to fund non-tech.
New 52-week highs today: CAT and ENB. Whoo-hoo!
Holy mackerel: CAT up over $6 today; month to date --
Fed announcement later today: now --
Graphic of the day: a stock climbing the "wall of worry." Could AAPL hit $140 today?
Nashville:
Tech: huge investment in UK. Link here. It's important to note that Britain has significant energy / electricity issues. As of late 2025, Germany is experiencing more serious energy problems
than the UK, primarily due to higher electricity costs and greater
industrial vulnerability
. While the UK continues to face its own challenges with energy
affordability and grid capacity, Germany's energy-intensive industrial
sector is particularly strained by high prices. But all of a sudden, England may have significantly worse electricity problems.
