Blake breaks down the post-Fed market action that has everyone else celebrating while he’s positioning for what’s really developing beneath the surface.
🔥 KEY HIGHLIGHTS:
• Why the tech breakout to new highs might be a knee-jerk reaction
• The UK rate vote shift that changes everything about global easing
• Copper’s breakdown signaling economic weakness, not growth
• NextEra utility setup targeting $7 move (10% + dividends)
• Gold pullback creating last reasonable entry before 3800-3900 targets
• Triple witching Friday volatility warning
⚠️ CONTRARIAN POSITIONING:
While everyone’s buying the rate cut rally, Blake explains why cross-asset signals are screaming stagflation setup instead of growth recovery. IEF bond analysis, copper’s 5% breakdown risk, and why utilities are the real opportunity.
📊 SPECIFIC LEVELS COVERED:
- Copper breakdown: 23 cents lower
- NextEra target: $77
- Crude key level: $65
This isn’t about following the crowd into obvious trades. It’s about positioning for the macro reality developing while others chase headlines.
Perfect timing with triple witching volatility hitting Friday!
