Podcast Episodes

Next Day Prep #246: The Megacap Mirage: SPX Record, Narrow Breadth, and Tomorrow’s Breadth Test – Wednesday 4/22/2026

SPX hits a new record while equal-weighted S&P falls — exposing a rally driven solely by mega-cap tech. We dissect the structural demand behind the m…

8 hours ago

Next Day Prep #245: Earnings Beat, Market Bust: Why Oil and Geopolitics Now Rule – Tuesday 4/21/2026

Despite strong Q1 earnings, the market sold off as oil spiked and geopolitical risk flared—revealing how regime strength alone isn’t enough without e…

1 day, 8 hours ago

Next Day Prep #244: Regime Stability vs. Internal Fatigue – Monday 4/20/2026

Despite oil spiking and SPX holding above 7030, internal breadth contracted sharply — signaling fatigue beneath surface stability. We break down the …

2 days, 8 hours ago

Next Day Prep #243: The Breadth Breakout: Why 65.9% Matters More Than the Index – Thursday 4/16/2026

The market flipped bullish not on index strength, but on record-breaking breadth—65.9% of stocks above the 40-day SMA. We break down the structural s…

6 days, 8 hours ago

Next Day Prep #242: The SNAP Playbook: Confirmation Over Hype – Wednesday 4/15/2026

Why the market’s record highs mask a dangerously narrow rally—and how traders can spot the few stocks delivering real, confirmed momentum.

The post N…

1 week ago

Next Day Prep #241: Regime Thresholds & PPI Trigger – Monday 4/13/2026

The regime stays Cautious despite strong breadth and sentiment—because only structural evidence, not noise, moves the needle. With PPI looming, we br…

1 week, 2 days ago

Next Day Prep #240: AI Hardware Surge: Strength, Not Luck – Friday 4/10/2026

Why AI hardware stocks surged while the broader market stalled—driven by structural catalysts, not sentiment—and how to position for tomorrow’s key l…

1 week, 5 days ago

Next Day Prep #239: CPI Inflection Point: Regime Triggers & Breadth Confirmation – Thursday 4/9/2026

Breaking down today’s rally as a test—not a triumph—while mapping the precise regime triggers (CPI ≤0.3%, SPY >$517, breadth >65% by 10:30 AM) that c…

1 week, 6 days ago

Next Day Prep #238: Regime Reset: From Ceasefire to Cautious Execution – Wednesday 4/8/2026

The ceasefire triggered a structural market shift—not just a bounce—confirmed by 40-day SMA breadth, institutional volume, and clean SIP breakouts. W…

2 weeks ago

Next Day Prep #237: Quiet Resilience: Why Technicals Held But Regime Didn’t Budge – Tuesday 4/7/2026

Despite sharp breadth improvement (89% above 20-day SMA) and strong catalyst-driven moves in healthcare and AI, the regime remained Cautious-Bearish …

2 weeks, 1 day ago