[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’re continuing to see a very resilient market that is rallying in the face of seemingly bearish major headlines. In tonight’s report, we pinpoint what’s going on with the strength in equities and how it all fits in the broader ‘sideways’ trading range in the market and the economy that is skirting through the middle of both bullish and bearish extremes. This week will give us more data on inflation and we’ll start financial earnings on Friday so there’s still plenty of volatility to 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] While the bond market remained closed on today’s Columbus Day holiday, it was stocks that shrugged off the oil’s bounce to finish higher. The levitation may disappear if bond market vigilantes come calling, but the dollar’s weakness should be a wake-up call for the market and inflation. (OXY, URNM, KWEB, EWJ).

[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] -Bonds continue panic selling, damage report? -Unrealized losses regional banks and brokers -Bond volatility and IV rank -watch retail – WMT, COST hit hard -Tech saves the market but for how long? SPX Expected Move– -last week – 80.35 (expected move 5 day week) -next week – 76.75 (expected move 5 day week)

[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] In today’s video we compare interest rates, debt rates and GDP in our current AI frenzy and the tech bubble of 2000 as well as 2008. We also discuss Market Valuations and GDP ratios or the buffet indicator.

[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 big question in the markets today is what’s going to break first? Equities or Bond markets? With a big rip back to the upside today, the low volume doesn’t quite look right. One thing that really held the market back today was the Energy sector. What about financials? Join Don in tonight’s video to find out more about the week’s expected moves and what you might expect for remaining days in the trading week…

[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 continue seeing the selling taking place after the Federal Reserve announced it was committed to combatting ever-creeping inflation trends with higher interest rates for longer. The result has been a new wave of progressive selling in stocks and a sharp drop in bonds as interest rates climbed higher right on cue. In tonight’s video, we highlight these key plays and the sectors – and stocks – making big moves in the new month.

[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] Treasury bonds sold as yields reach new multi-year highs across the curve. Interest rate sensitive sectors sold off hard today in response as Utilities finished over 4% lower on the session. With Technology, Cyclicals and Communications finishing higher, let’s talk about the market’s next move.(SCHW, LQD, ALLY, NEE, XLU).

[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] —Forget about interest rates now its about panic —dollar strength, inflationary and a hedge! —Tech-tastrophy the selling hasn’t even begun —lack of volatility is lack of correlation —no federal government data SPX Expected Move– -last week – 83.90 (expected move 5 day week) -next week – 80.35 (expected move 5 day week)

[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] In today’s video we looked at yield and looking for a dividend yield over a bond yield. We looked at 3 stocks paying higher yields than bonds that are not falling like bonds

[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 stock market is currently unstable, and despite a seemingly calm day in the S&Ps, the session is volatile, akin to a wild ride. – Don highlights that the Federal Reserve’s influence on the market, termed the “FED fueled fantasy,” might be nearing its end. – Observations from the trading session: – The bond market didn’t rally with the market, indicating persistent pressure from bonds and interest rates. – Oil saw a significant rise, which might destabilize the market further given its current high level. – The US dollar remains strong, which contrasts with the market rally. – Major tech stocks like Apple and Tesla didn’t support the rally with Apple down by 1%. – Don reiterates concerns about major market cap stocks like Nvidia, Microsoft, Apple, and Meta, suggesting they might be in a bubble. – The video brings