Let's talk about the market and where the money is moving this year.

Last year, we saw the Nasdaq ticket hit 33, but down 33% for the year.

A lot of the companies we talk about and love come from the Nasdaq.

Obviously, it is full of tech companies.

So let's talk about where the money is moving.

We've seen companies like Nvidia have a great start to 2023.

We've seen Microsoft have a pretty good start, Apple, same thing.

Where's the money going this year right now?

Yeah, it's so strange.

There's this barbell thing going on.

It's a little offense defense going on right now.

First of all, I have to trillion dollars in the money market funds in just the past several months.

I think 100 billion of that, guys, was last week in the middle of the bank freakout.

Guess what people were doing.

I'm taking money out.

I'm putting it in money market funds.

I'm taking money out of the stock market.

If I still add it there, I'm going money market funds.

4% on a money market fund is beautiful.

Boring is beautiful right now.

So that's where a lot of defensive money is gone.

CDs, money market funds, government bonds.

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