What They Won’t Tell You About This Market Shift

Talking heads debate—but the money is flowing somewhere else. ͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­͏   ­ Forwarded this email? [Subscribe here]() for more [What They Won’t Tell You About This Market Shift]( Talking heads debate—but the money is flowing somewhere else. [Josh Belanger](joshbelanger) Sep 10 joshbelanger   [READ IN APP](   We’ve got a big week ahead in the markets, and I’m not talking about TV debates or economic predictions. Traders are gearing up for next week’s Fed meeting, but what’s really sparking conversation right now is the data coming out before then. You’ve got the Core CPI report tomorrow, jobless claims, and Core PPI on Thursday. These numbers are going to drive a fierce debate over whether the Fed should cut by 25 or 50 basis points. Everyone’s watching to see if the economy is heading for a soft landing, or if the wheels are about to come off. Let me be clear—there’s more uncertainty right now than we had back in July when Jerome Powell hinted at rate cuts. Back then, we saw the cracks, but now? It’s starting to feel like the walls are closing in. The talking heads on TV love to debate whether a soft landing is possible or if we’re diving headfirst into a recession. And sure, it makes for great television. But that’s not what I’m watching. Because no matter what these so-called experts predict, the truth is much simpler. People lie, but money doesn’t. Right now, the money is flowing heavily into defensive names. Telecom giants like Verizon and AT&T are surging, while tech stocks—the ones that have dominated headlines all year—are slipping down the rankings. Over the last few weeks, we’ve seen the tech sector fall to seventh place in year-to-date performance out of the S&P’s 11 sectors. Compare that to consumer staples and utilities, which have taken the top spots. This isn’t the kind of movement you see in a bull market. It’s a clear signal that big money is moving to safer ground, preparing for more volatility ahead. Yesterday, we saw our AT&T trade in Hot Money Trader research service hit a 40% gain overnight. And Verizon? It’s making new year-to-date highs. That’s where the money’s going—and that’s where you should be looking. The flow of money doesn’t care about predictions, narratives, or what makes for a good headline. It tells you exactly what’s happening beneath the surface. Forget the noise. While the talking heads debate whether the Fed will cut by 25 or 50, pay attention to where the real action is. The debate on a soft landing is just that—a debate. But the money? It’s not waiting around for a consensus. It’s already flowing into defensive plays. With the volatility continuing into next week’s Fed meeting, traders need to be ahead of the curve. If you’re following the smart money, you’ll know where to be when the dust settles. I’ll be opening up spots in my Hot Money Trader research service this Thursday. If you want in on these trades—like the AT&T play that just netted 40% overnight—keep an eye on your inbox. These spots go fast, and once they’re gone, they’re gone. Trade smart, Josh Belanger You’re currently a free subscriber. Upgrade for the full experience and receive exclusive special reports like "How to Get Rich in The Stock Market" and "Congress' Secret Stock Playbook: The Top 5 Power Picks Revealed”. [Upgrade to paid](   [Like]( [Comment]( [Restack](   © 2024 Josh Belanger 548 Market Street PMB 72296, San Francisco, CA 94104 [Unsubscribe]() [Get the app]( writing]()