(https://www.marketwatch.com/story/bofa-sees-red-flags-in-the-u-s-stock-market-heres-what-to-buy-now-4d7ba245?mod=mw_rss_topstories) in the U.S. stock market, and the diagnosis is correct but the prescription is wrong. The problem isn't that equities are overvalued — it's that $3.5T in passive flows have turned the S&P into a megacap-only game where NVDA, MSFT, and AAPL can stay expensive because the index itself requires them to be.

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