Market Movements and Influencing Factors

Analysis of recent market shifts from mega caps to small caps, including discussions on liquidity sensitivity, ongoing market rotation, and potential impacts of political policies. Focus on uncertainties around disinflation, inflationary policies, upcoming elections, and the global IT outage caused by CrowdStrike. Technical analysis of Microsoft's stock performance, valuation of Apple and Microsoft, and the challenges and advantages of these key players in the digital economy.