Publications

EEM, GM, KO: Domestic Over Foreign

The S&P 500 has risen seven days in a row, so bullish momentum is strong and U.S. stocks can continue higher, but a pullback in emerging markets is also a strong possibility…. Read More

SCHW, AVGO: Silicon Street

Markets this week turn to the FOMC minutes from the September 16–17 meeting, out Wednesday, for clues on the Fed’s next rate move. Weekly jobless claims arrive Thursday, though the ongoing federal shutdown has already delayed some reports and could disrupt this release. Friday brings the University of Michigan’s preliminary consumer sentiment, an early look at confidence and spending. Meanwhile, OPEC+’s modest November output increase of 137,000 barrels per day is helping keep oil prices firm, and Bank of America now expects the Fed’s first rate cut as soon as October amid signs of a softening labor market. With few data releases and Washington gridlock in focus, political headlines and Fed expectations may drive markets more than fundamentals this week…. Read More

MCD, NSC: Early October Rolls

Two rolls to end the first week of October…. Read More

IWM: Closeout

Cashing in for a profit…. Read More

QQQ: No Bears Allowed

The market continues to power ahead, obliterating all bearish seasonality in its path. Consequently, a roll to a neutral iron condor makes sense. … Read More

SPX: Mauled Bear Roll

Bearish seasonality has not worked this autumn season, so we’ll punt to a neutral iron condor…. Read More

AMP, AVGO: Tips and Chips

With the Federal Reserve cutting interest rates, financials and semiconductors are likely to outperform into year end…. Read More

ORCL, V: Future Payments

Many stocks take a breather during the scary month of October, but these two stocks buck the trend and typically move higher…. Read More

BAC, TFC: Banks on Display

U.S. equities enter early October in a delicate balancing act: the market is braced for Friday’s September jobs report and watching closely for the likelihood of a government shutdown at month’s end, all amid inflation lingering around 2.7 % year over year. Having already taken the first rate cut of 2025, the Fed’s next move depends heavily on whether labor data weakens further—markets remain cautiously optimistic about further easing, though officials are more circumspect. Volatility warnings from Goldman Sachs carry weight given precedent for October turbulence, and global equity flows (especially into Europe and select EM) are aided by a softer dollar and relative yield spreads. High-multiple, AI-led megacaps remain the baton bearers, though rotation risk is rising. Given the mix of event risk and narrow valuation margins, my bias is modestly bullish over the medium term—but this week calls for surgical positioning and hedged exposure…. Read More

FDX, SNPS: Double Trouble Plus Jackpot Win

Two rolls and one massive triple-digit-percentage winner: HLT (160.0%)… Read More