“It’s 13F season — time to stop guessing and start reading what real money is doing.” Alright folks — it’s a classic start to the session: tech hiccups, camera off-center, haircut overdue, and somehow Garrett still finds time to riff about left vs. right in the house. But once he’s locked in? We’re off and running. Today’s focus: momentum and the arrival of 13F filings — because if you’re not watching where the institutional money is going, you’re flying blind. Key Points: 13F Filings Start Hitting This Week These are the quarterly disclosure reports from hedge funds — and they matter. You’ll see what Buffett, top firms, and serious capital was doing last quarter. Use Filings to Build a Better Watchlist Don’t just react — this is a chance to align with the best traders in the world. Look for positioning themes: what sectors, what names, what bets

   “It’s May 15th — markets couldn’t be more bullish. Time to get tactical.” Alright, good morning everyone — tech gremlins hit early today, but we’re live, we’re in the room, and we’re rolling. Thirty days ago? Uncertainty.Today? Market’s ripping — and everything looks different.Let’s break down why, and what we do with it. Key Points: The Shift: From Caution to Confidence in 30 Days Massive turnaround — the last 45 days flipped sentiment upside down. Traders who stayed patient are now in the driver’s seat. Headlines Are Bullish — But Let’s Talk Levels The news is good, but the edge comes from structure, not story. Garrett walks through setups that matter now — not just what looks good on CNBC. Tech Trouble, Tight Focus Despite some early chaos getting logged in, the strategy’s unchanged: Stick to the plan. Use levels. Trade what’s working. Markets are strong, but that

   “It’s CPI Day — market pops, then flops. Let’s talk about it.” Alright, folks — Garrett here, barely slept, powering through whatever flu variant just walked in from daycare, but we’re live and we’re locked in. CPI just hit, came in at 2.3% — lower than expected — and like clockwork, the market popped on the headline, then rolled right over. Let’s break it down. Key Points: CPI Undershoots — Market Pops, Then Pulls Back Came in lighter than expected at 2.3%. Reaction: immediate rally, then a fade — typical CPI day pattern. CPI Treated Like the Olympics — With Less Insight You get the number. You get the knee-jerk move. But the real opportunity is after the dust settles, not before. No Sleep, No Voice — Still Watching Every Tick Garrett’s running on fumes but still breaking down flow. Because this kind of day teaches you a

   “It’s May 12th — the market just exploded, and everyone who wasn’t ready is saying, ‘I missed it.’” Alright folks, heads up — I’m fighting allergies today, but the market doesn’t care, and neither do I. Over the weekend something happened — and we came in this morning to a rocket ship open: Dow up 1,000 points S&P +3.1% Pushing back toward 6,000 This is what we’ve been prepping for — and if you weren’t ready, this is the kind of move that makes people say,“Damn… I wish I’d bought last week.” Key Points: S&P Rockets Higher — 3%+ Gain Overnight This is one of those days that resets sentiment. If you weren’t ready, don’t chase — learn from it. Market Lessons Repeat — Be Prepared Next Time Garrett’s been preaching it for months: structure, levels, setups. Days like this come back — and we’ll be ready again.

   “It’s Friday, May 9th — we’re green, we’re live, and we’re trading setups into the weekend.” Good morning, folks — it’s Friday, and we’re set up for a solid session. Momentum’s green, futures are holding firm around 5,700, crude’s up, and we’ve got Tony Rago joining live at 9:00 AM to walk through trade logic and setups heading into the close. Let’s get to it. Key Points: Momentum’s Still Green — Since April 23rd We’re holding positive flow across the board. No big shift yet — but today’s about reversion and short-duration setups. China Headlines and Geneva Talks Front and Center Macro tension continues to simmer. Eyes on Geneva for any major updates — but we trade the reaction, not the noise. Crude Rallies to $61 — Commodities Staying in Focus Energy’s firming up — that aligns with the recent macro theme. Keep an eye on related sector

   “Fed gave us a whole lot of nothing — but setups don’t wait, and neither do we.” Alright, it’s 8:45 and we just launched in like a rocket — made it just in time and we’re dialed in. Yesterday? Nothing happened. No, seriously — Fed Day was a total nothing burger. But that’s the point: you don’t wait for six big events a year when you’ve got opportunities showing up every morning. Key Points: Fed Day = Zero Movement, Zero Signal We dropped to the lower band around 2:08, got a small squeeze — and then flatlined. Classic Fed Day noise — no edge, no follow-through. Tony’s Golden Setup Is Where the Real Action’s At While everyone’s waiting for a “Fed move,” Tony’s catching setups multiple times every morning. If you missed his session — watch the replay. These patterns are repeatable and they pay. Focus on What

 Alright, good morning folks — it’s 8:45 on a Fed Day, which means everyone’s about to start yelling about interest rates.But here’s the truth: we’re not raising, we’re not cutting — and none of that changes how we trade structure. Key Points: Natural Gas Is the Top Performer This Morning (+4.4%) Big push off fresh headlines about Europe ramping up nat gas imports. Watch that move — industrial flow and geopolitical headlines matter here. Gold Touching 3,400 — Yep, Still Climbing The metals trade is still alive — this isn’t hype, it’s liquidity. Keep gold on your breakout radar if we keep seeing dollar softness. S&P Futures Holding Near Highs — 5,644 in Sight Futures are holding in a tight range near 5,644 — that level matters. You know the drill — if it breaks clean, we ride it. If not, we fade it back to VWAP. Fed Will

 Morning, folks. We’re kicking this off with some stuff you’re not gonna see unless you’re digging past page 87 of Google.The Fed just bought $20 billion in bonds. No one’s gonna call it QE, no one’s calling it stimulus — but come on. We know what this is. Key Points: Fed Buys $20 Billion in Bonds — Totally Not QE (Wink) Call it whatever you want — this is liquidity injection whether they admit it or not. You won’t hear this on CNBC — but you’ll see it in the tape. Stuff’s Moving Under the Surface Indexes look fine on the surface, but volume and flow tell a different story. If you’re watching like we are — you’re seeing the shift start. This Week Is Structure Over Storytelling Everyone’s busy reacting to headlines. We’re staying tight, trusting VWAP, and trading reaction — not narratives. Edge Comes from What They’re