Forget sentiment for a second—just watch what the charts are telling you. The setup? Pretty bullish if you ask me.

U.S. small caps are punching through resistance zones they've literally never touched before. That's not noise. When you see that kind of breakout momentum, it usually means one thing: liquidity's flowing back into risk assets.

And here's the thing—every single time we've seen this pattern play out in previous cycles, it's been a precursor to...