The Rotation No One Wants to Talk About — And Why It’s a Warning

Tom Bowley breaks down a volatile week in the market, with a long-anticipated Fed rate cut triggering surprising weakness in large-cap growth stocks while money rotated sharply into small caps, transports, and regional banks. Tom explains why leadership shifting away from growth is a warning sign, highlighting sustainability ratios breaking down, stretched semiconductor charts, and gap-driven distribution that suggests Wall Street is quietly reducing exposure. Tom also discusses why the IWM breakout matters, why the Nasdaq under-performed despite falling rates, and where new opportunities may emerge. He wraps up with five stocks he believes deserve close attention heading into year-end, including several showing powerful accumulation and fresh breakouts.

This video premiered on December 11, 2025. Click this link to watch on Tom's dedicated page.

Missed a session? Archived videos from Tom are available at this link.