What if you could define the opportunity before the big move happens? → See the Strategy

Is Big Tech All that Matters in Markets?

Tech’s domination-
-How dominant is tech in the SP500
-TSLA
-NVDA
-Rotation within the sector
-loss of market internals

Inflation, CPI, consumer sentiment-
-Bonds/rates
-Gold
-Dollar

Volatility Update-
-/VX contago is stellar
-VVIX
-SKEW

Market at Fever Pitch-
-Options Volume
-RIVN – 110 billion market cap

SPX Expected Move
–last week– 62.51 (expected move)
–next week– 60.41

Don Kaufman

Don Kaufman is options trader and educator. Former CBOE market maker, former Chief Derivatives Instructor at thinkorswim, and former Director of the Trader Group at TD Ameritrade. In 2015 he co-founded TheoTrade to teach traders how volatility, probability, and risk really work.

More about Don Kaufman

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Friday, November 13th, 2026 – Tony’s Market Mindset

	Today
09.00	Don Kaufman \| Pre-Market Prep \| FREE SESSION 09.20 09.30 Don Kaufman \| Early volatility 09.20 10.30
09.30
10.00
10.30	Jeff Bierman \| Market structure 10.30 11.30
11.00	Jeff Bierman \| Market structure 10.30 11.30
11.30	Brandon Chapman \| Ghost Hour 11.30 12.30
12.00	Brandon Chapman \| Ghost Hour 11.30 12.30
12.30	Gianni Di Poce \| Macro overview 12.30 13.15 Elizabeth \| Price Action 13.15 14.00
13.00
13.30
14.00	Corey Rosenbloom \| Options tactics 14.00 15.00
14.30	Corey Rosenbloom \| Options tactics 14.00 15.00
15.00	Blake Young \| Market wrap 15.00 16.00
15.30	Blake Young \| Market wrap 15.00 16.00