https://youtu.be/BcE3H5kIX1Q Kevin Warsh was sworn in to run the Fed today. The bond market immediately repriced the entire rate path. By October, traders see a higher probability of a rate INCREASE than a cut. By January, it’s almost a certainty. That’s a stunning reversal. Warsh was brought in specifically to lower rates. The marketplace sees it the exact opposite way. Here is what the data is screaming in tonight’s weekend update: The 10-year yield nearly cracked 4.7% this week. It was trading 4.2% just a few weeks ago. A break above 4.8% changes the three-year chart entirely. CME Fed Watch shows October’s rate hike probability above 50%, December near 70%, and January as a near certainty. This is not a cut cycle anymore. The bond market is pricing sustained inflation. Oil is sitting at $96 a barrel into a holiday weekend. If the peace deal were real, oil would not

https://youtu.be/_ohAhZLQtW4 Nvidia earnings just dropped seconds before I hit record. The initial knee-jerk was sell side. Stock down between $5 and $6 right out of the gate. Here’s what nobody else is telling you. The expected move on Nvidia tonight sits just north of $13. That $5 drop barely scratches the surface of what’s priced in. Watch tonight’s video for the full breakdown: Order flow on the print is shockingly thin. No glut of sell side activity hitting the tape despite the initial dip. The conference call is the real catalyst. Jensen has a history of putting on the leather jacket and turning sentiment on a dime. Futures contracts are barely budging. The S&P 500 and Nasdaq are pricing in a much bigger move than what we’re seeing in the stock. This setup tells me a bid could come back into Nvidia by the time the call wraps. The market

https://youtu.be/ruBguEb3xOU Bearishness spiked at last week’s all-time highs. Not after a selloff. At the highs. That is the exact contrarian setup Gianni Di Poce has been waiting for. We are three days off those highs right now. When the next sentiment surveys drop later this week, Gianni expects bearishness to climb even higher. That is how textbook higher lows are built. And NVIDIA earnings tomorrow could be the catalyst that confirms it. Here is the line in the sand: Gianni refuses to call any meaningful market top until NVIDIA hits $250. That target is projected off a monster eight-month base the stock broke out of in late April. Higher highs. Higher lows. Until NVIDIA delivers, the bull market stays intact. In tonight’s video, Gianni walks through the specific rotation plays he is stalking while the herd piles into chips: Microsoft is his top rotation pick. Hedge funds are overweight semis

Gold just gave a bearish breakout. Blake Young is calling for a 150 point drop in the next three to seven days. That’s the cleanest signal yet that we hit the top of this business cycle. Every other indicator already agrees. Bonds are falling, PPI is hot, and commodities are rolling over. The only holdout is tech. XLK printed another record high today, pulling money out of every other sector to keep climbing. Blake calls this exact setup the rotation right before defensive names take the lead. Consumer staples, utilities, and healthcare are next. In tonight’s video, Blake walks through the dividend payers he is positioning into before the rotation accelerates: Gold broke down to its lowest close in a week with downside targets at 4,609 first, then 4,500. The metals and mining ETF already hit the first target of 120 with 115 still on the table. Suncor (SU) pays

The S&P 500 and Nasdaq are finally pulling back. Gianni Di Poce says that is exactly what you want to see right now. His Wave Windows members just closed the first NQ long contract for 5,291 handles on Friday. The exit hit the Nasdaq upside target at 29,300. Now he is hunting the next entry. The VIX is down today in both cash and futures. The S&P 500 topped at 7,454 yesterday and the action since reads like simple rotation. In tonight’s video, Gianni walks through three setups driving his thesis: The Dow has formed an ascending triangle since the March bottom. It is the only major US index that has not made a new all time high yet, and a break above last week’s high points to 52,000 to 52,500. Semiconductors fell nearly 5% after hitting a fresh all time high yesterday. Gianni won’t call the top in semis

https://youtu.be/SUeRso6c528 $2.6 trillion in calls traded yesterday alone. Today’s volume is tracking even higher. Welcome to the great gamma squeeze of 2026. It’s about to end, and tonight’s video shows you exactly how. The cleanest warning sign in options markets is flashing right now. Volatility is climbing alongside the market. Pros watch for that combination because it almost always marks the top of these moves. The skew has now bent so far that out of the money calls trade richer than out of the money puts. Intel, AMD, and Micron are all flashing the same signal. When premiums get this rich, professional firms stop buying and start selling. That single shift is what unwinds the squeeze. Tonight’s video walks through the exact levels and the data points driving my thesis: $2.6 trillion in calls traded in a single session yesterday Intel’s weekly implied volatility hit 114%, the highest reading on

https://youtu.be/j-aK3acH8Tw Blake Young flagged a bearish cluster yesterday. Today every single sector closed in the red. Tomorrow’s non-farm payroll could turn this pullback into something much bigger. Blake mapped out three specific short setups built for exactly that scenario. The number is expected to collapse from 178,000 to just 65,000 new jobs. A miss below 65,000 has not been priced into the market. Blake noted the labor market needs to print near 200,000 just to absorb normal growth. Anything weaker accelerates the damage already showing up in financials, industrials, and basic materials. Basic materials printed a 2% engulfing candle from high to low today. Blake calls that move a peak signal for the broader economy. Tonight’s video breaks down the exact entry points, confirmation levels, and downside targets: Wells Fargo broke through horizontal support after printing a full set of lower highs and lower lows. Blake is targeting a drop