Publications

Join our Free November Training Series

I welcome you to join me for our November Training Series. Our first class begins today, November 10th at 1:00 PM Eastern Time… Read More

Join Our Free November Training Series

I welcome you to join me for our November Training Series. Our first class begins today, November 10th at 1:00 PM Eastern Time. … Read More

TSEM, COKE: Chips and Sips

As we enter the trading week, the landscape for equities is shifting from broadly bullish momentum to a more cautious posture. The S&P 500 and other major indices pulled back last week, with weakness concentrated in tech-heavy names and growing concern around elevated valuations in the AI-fueled segment. The protracted U.S. government shutdown — now the longest in history — continues to cloud visibility for key data flows and fiscal clarity, weighing on investor confidence. On the positive side, the U.S. Senate advanced a procedural vote on Sunday to fund the government through late January, triggering a modest relief rally in S&P and Nasdaq futures. This week’s key pivot-points will include confirmation of a full shutdown resolution (which could unlock risk-on flows), the scheduled jobs and consumer releases (where disruption risk remains elevated), and the ability of market breadth—especially in small- and mid-caps—to stabilize after lagging recent gains… Read More

BAC: Banking our Profits

One profitable closeout this Friday afternoon. Have a good weekend. … Read More

ADBE, COF, EEM, SCHW: No Coffee for Weaklings

The S&P 500 has finally dropped below its 50-day moving average for the first time in 131 trading days, so a rebound is likely, but we can’t wait any longer on these four weaklings…. Read More

EOG, GPN, V: Early November Rolls

A very poor start to November which is historically a very bullish month requires three early rolls…. Read More

ACN, TEAM: Group Consult

Consulting firms benefit from end-of-year enterprise spending while enterprise software companies benefit from beginning-of-year budget priorities. … Read More

AFL, COST, PHM: Three Good Ones

November is seasonally the best month of the entire calendar year for stocks, so three bullish trades to take advantage…. Read More

MCD, MSFT: Feeding the Machine

Markets open the week navigating a prolonged U.S. government shutdown and a dense macro slate: S&P Global U.S. Manufacturing PMI (Mon 9:45 a.m. ET) and ISM Manufacturing (Mon 10:00 a.m. ET) kick things off, followed by ADP employment (Wed 8:15 a.m. ET), S&P Global U.S. Services (Wed 9:45 a.m. ET), and ISM Services (Wed 10:00 a.m. ET). The Treasury’s Quarterly Refunding is also slated for Wednesday (time posted by Treasury; prior quarter’s materials hit around midday ET), while the Employment Situation report is Friday 8:30 a.m. ET—with publication subject to the shutdown and schedule changes. Net-net, the tone starts cautiously constructive: large-cap tech and cyclicals still lean on AI-driven capex and year-end liquidity dynamics, but persistent headline risk from the shutdown and data-timing uncertainty argues for disciplined sizing and clearly defined risk into Friday’s jobs print. (Note: dates/times are subject to change — always verify.)… Read More

EEM, QQQ RTX, WDC: Stubborn Securities

Four rolls on positions that have tricked us on Halloween. More time will turn these tricksters into treats…. Read More