[video_player type=”embed” style=”1″ dimensions=”640×360″ width=”640″ height=”360″ align=”center” margin_top=”0″ margin_bottom=”20″ ipad_color=”black”][/video_player] My approach to the market is to identify activity, or “pulses,” beneath the surface of the market that point to potential movement. These “pre-move pulses” are a strong indication of the potential success of a trade. Early last week, Tuesday, in fact, my gold charts began to show exactly this kind of activity. They’re still showing tempting signals. See, one of the “pulses” I monitor is option activity – it’s rarely steered us wrong. Let’s take a closer look at the opportunity in gold for a rebound off of its low in the coming weeks…

[video_player type=”embed” style=”1″ dimensions=”640×360″ width=”640″ height=”360″ align=”center” margin_top=”0″ margin_bottom=”20″ ipad_color=”black”][/video_player] Peanut the squirrel was a sign… When a crypto pegged to a martyred rodent hits a billion dollars in market cap, you know it’s a sign that the froth is getting ridiculous. And that’s what happened. Boom. A broad, brutal selloff. The S&P 500 off 1.5%; NASDAQ’s been hit 2.6%. Volatility’s spiking. While these dips don’t seem statistically significant – and they might not be – they’re a harbinger of some big, big moves… Basically, traders out there are headed for the door. And that door is very small. Let’s talk about what that means for us and how we can take advantage…

[video_player type=”embed” style=”1″ dimensions=”640×360″ width=”640″ height=”360″ align=”center” margin_top=”0″ margin_bottom=”20″ ipad_color=”black”][/video_player] We saw the markets take off like a shot in the wake of Trump’s decisive election victory last week. You’d think this reflects widespread optimism about the prospects for the U.S. economy. And you’d be right, more or less. But there’s another side to this, and it’s not making so many headlines right now. Trump and his surrogates, like Elon Musk, for one, have vowed to slash government spending and bureaucracy. This sounds great on paper; a lot of people across the political spectrum list over-spending and red tape as big concerns. But in practice… a move like this could lead to a collapse in demand. Demand is the not-so-secret sauce, the ace in the hole, of the U.S. economy, a juggernaut driven by spending. Basic materials is one of my personal favorite yardsticks of demand, and that sector has

[video_player type=”embed” style=”1″ dimensions=”640×360″ width=”640″ height=”360″ align=”center” margin_top=”0″ margin_bottom=”20″ ipad_color=”black”][/video_player] If you’ve never heard of Peanut the Squirrel… that’s okay. And if you’ve never heard of PNUT, the Peanut the Squirrel meme coin… well, lucky for you. Because it was all over the place today, hitting a $1 billion market cap after listing on Binance and getting the nod from Elon Musk. If Elon Musk knows you exist, you’re hot – that’s how this market’s rolling right now. It’s so perfectly indicative of the wild froth and bubble mentality out there. Despite being completely ridiculous – Peanut the Squirrel coin for cryin’ out loud – it has big implications for us, the adults, trying to surf the waves of the S&P 500. I’d even say this was a critical discussion for us – let’s go…

[video_player type=”embed” style=”1″ dimensions=”640×360″ width=”640″ height=”360″ align=”center” margin_top=”0″ margin_bottom=”20″ ipad_color=”black”][/video_player] It’s been a long week since we last spoke here; the market’s covered a lot of miles in that time. Stocks and Bitcoin have both exploded to new all-time highs being the big headline. The election and the Fed rate cut are in the rearview mirror, so the market has a greater sense of clarity going into what’s historically been the most bullish time of the year. Tesla (TSLA) continues to deliver for us, as do our crypto mining stocks. It seems like the world is fighting tooth and nail for access to the U.S. economy and that’s reflected in the relentless bid unfolding in the dollar trade. On the other hand, yields are surging but crude oil still looks for all the world like it’s about to fall off a cliff. That could save us from further bond market

[video_player type=”embed” style=”1″ dimensions=”640×360″ width=”640″ height=”360″ align=”center” margin_top=”0″ margin_bottom=”20″ ipad_color=”black”][/video_player] The “Bitcoin Industrial Complex” ecosystem of crypto and crypto stocks and ETFs saw a record $38 billion in trading volume today. The iShares Bitcoin Trust ETF (IBIT) alone saw $4.5 billion in inflows – not a bad start to the week. Of course, this comes at an interesting time – the wake of last week’s election. We’ve seen some interesting moves in crypto and gold. Bitcoin is the 800-lb gorilla here, having rocketed 30%, from $67,405 to $88,040 since last Monday. On the other hand, gold is down more than 4% over the past week. I find this a curious result seeing as how these are competing forms of money and the dollar has been strengthening in real and relative terms. Let’s dive into Bitcoin and its ecosystem to see what might be on the table for those who might

[video_player type=”embed” style=”1″ dimensions=”640×360″ width=”640″ height=”360″ align=”center” margin_top=”0″ margin_bottom=”20″ ipad_color=”black”][/video_player]   It’s clear the markets are absolutely euphoric that the election is over. Volatility has thrown in the towel; it’s been crushed. If that weren’t enough, stocks got another dose of the good stuff from a rate cut on Thursday. (They’re cutting rates, but the economy is “solid.” Riiiiiiiiight.) Nvidia’s on the Dow… Tesla’s on the way to Mars… Euphoria. Know who’s not euphoric, though? The bond vigilantes! They’re not happy. That crew has been selling like it’s going out of style, jacking up yields. That’s slacked off a little; there’s a bid out there right now, but rates are still sketchy. Let’s talk about what that means and how we can cash in…

[video_player type=”embed” style=”1″ dimensions=”640×360″ width=”640″ height=”360″ align=”center” margin_top=”0″ margin_bottom=”20″ ipad_color=”black”][/video_player] We got another cut today, and parsing out its statement is unusually easy… because they’re some of the shortest-ever remarks ever released around a rate cut, at least in recent memory. “Recent indicators suggest economic activity has continued to expand at a solid pace… labor market conditions have eased… unemployment has moved up but remains low… inflation has made progress.” Pretty simple, right? That’s an excerpt from the very first paragraph and it’s jam-packed with problematic statements – we’ll get into the actual truth of what’s going on here. The biggest, most obvious problem: If we’re growing at a “solid pace,” why are they cutting rates? The answer leads to opportunity, and that’s what we’ll look at today, along with stocks like TJX, ROST, KR, and more. Let’s get into it…

[video_player type=”embed” style=”1″ dimensions=”640×360″ width=”640″ height=”360″ align=”center” margin_top=”0″ margin_bottom=”20″ ipad_color=”black”][/video_player] If you’ve been watching the markets for a while, you’ll know they’ve been anticipating the outcome of the election for a few weeks now. Price action “knew” how it was going to play out. Not that we didn’t get some volatility – we did, it just played out overnight and resolved quickly. And when that dust settled, equities blasted off to all-time highs while bond vigilantes nuked that particular market. For all that, for all the talking heads going on about how “this is an unprecedented move,” we’re really talking about less than 3% here. If you look at the expected move (and believe me, we will look at the expected move) today gets put in perspective. Again, the markets knew this was going to happen. That said, there are some actual unprecedented, even shocking moves going on. That’s what

[video_player type=”embed” style=”1″ dimensions=”640×360″ width=”640″ height=”360″ align=”center” margin_top=”0″ margin_bottom=”20″ ipad_color=”black”][/video_player] If you were on my stream yesterday afternoon, you heard me talk about the improving condition of the market’s internals. This improvement has continued today; we’re seeing the right things (i.e., leadership) from the right sectors. Biotech is looking increasingly strong and so are the crypto markets. Bonds are trying to find a floor and crude oil looks vulnerable, despite a selloff in dollars over the past couple of days. This is what you need to know to make it through the next few sessions…