Hurricane Katrina hit in 2005. I was at thinkorswim.
Before we could look up from our screens, the market had already moved and everything was repriced. The damage was done before a single headline finished loading.
I watched it happen in real time and understood something I’ve never forgotten: by the time you see the news, the market already knows.
That was the last day I had CNBC on in the background.
I was employee #13 at thinkorswim. After TD Ameritrade acquired us, I spent 13 more years building the educational infrastructure retail traders use to understand options.
I’ve seen every way traders lose money. The most common one is reacting to news that the market already processed hours ago.
The move isn’t in the headline. It’s already in the price before the headline exists.
That realization is what led me to the Judgment Days.
There are specific windows on the calendar where the biggest moves happen, the same weeks every quarter, the same names, the same type of setup.
The move is coming regardless of what CNBC says. My job is to be in before it does.
This is the track record from the last three windows.
Q3 2025:
TMUS +315%
MSFT +297%
GOOGL +203%.
Q4 2025: LULU +232%, CRM +209%. Q1 2026: CRWV +247%, COIN +193%, BIDU +170%.
The majority of these were overnight holds.
The current window is open right now. Judgment Days and the names are already on the calendar.
It’s going to be a massive week.
I’m going live this Thursday April 23rd at 2 pm ET.
I’ll show you exactly how I’m positioning for this window in real time. Which names I’m watching, how I’m sizing, and what I expect to be the biggest movers of the next five weeks.
To your success,
Don Kaufman
P.S. On Thursday I’ll also walk through how to tell which names inside the window are worth trading. Most traders look at the same calendar and pick wrong. I’ll show you the filter I use. See you there.
