There was a time when central banks cut rates exclusively to stimulate economies during downturns. Now? We're seeing rate reductions amid bull markets and green candles—a signal inversion that historically precedes asset bubbles rather than genuine prosperity.

Lowering borrowing costs when markets are already rallying doesn't create wealth; it inflates asset valuations and encourages excessive leverage. The disconnect between stimulus measures and economic fundamentals grows wider each cycle.

Still, if policy keeps flooding liquidity into markets, portfolio holders aren't exactly complaining. The contradiction is real though: policy designed to prevent crises increasingly seems to be engineering them.