As rate cuts support tech firms and challenge banks, I'm left pondering the optimal moment to take my next step. Should I trim my bank stocks now, wait for earnings reports, or buy more tech slowly to avoid mistiming the shift?

hi @Mark You make a valid point regarding the substantial activity in the financial sector. If financial stocks are gaining from higher interest rates while tech volumes remain muted, should investors consider whether an expected Fed rate cut could reverse this trend—potentially boosting tech valuations and slowing bank profitability—in shaping their portfolio strategy?

As U.S. stock indexes reach all-time highs, what is the best way to analyze the varying trading volumes, particularly the slower performance in technology compared to the gains in the financial sector, in light of the upcoming Federal Reserve policy?