All‑Time Highs by May? How to Position Your Cash Now

• Investors should deploy cash now and 'buy the fear' as the market is expected to reach all-time highs by May.
• Recommended sectors include small caps, industrials, financials, and international markets, with a contrarian play on software (IGV ETF, PLTR, MSFT).
• Key drivers for market upside include a peaked dollar, oil, and VIX, anticipated Fed rate cuts adding liquidity, and strong earnings.
• The economy is expected to remain resilient and accelerate in the second half of the year, despite near-term inflation acceleration.

Eddie Ghabour, Co-founder and CEO of Key Advisors Wealth Management, expresses a very optimistic outlook for the financial markets, advising investors to deploy cash now. He believes the market is at a turning point, expecting all-time highs by May, driven by improving geopolitical conditions, stabilizing inflation, and anticipated Fed rate cuts. He recommends focusing on economically sensitive areas and select tech sectors.