Podcast Episodes
Back to SearchNext Day Prep #353: Big Index Rally Hides Weak Market Breadth – Wednesday 10/28/2026
Stocks drifted near flat as the Fed held rates but signaled a possible December hike, while the AI trade regained momentum behind SK Hynix and Oracle…
1 day ago
Next Day Prep #352: Broadcom AI Deal Masks Narrow Rally – Tuesday 10/27/2026
Tuesday extended the AI-led rebound, with the S&P 500 reclaiming its 50-day moving average and semiconductors surging on a record $63B Broadcom-backe…
2 days ago
Next Day Prep #351: AI Rally Masks Weak Market Breadth – Monday 10/26/2026
Stocks opened the week higher as renewed AI enthusiasm lifted semiconductors and growth names, with Tesla surging on an upgrade and Anthropic filing …
2 days, 18 hours ago
Next Day Prep #350: Split Tape: Breadth Improves but Cautious Call Holds Into Fed Week – Friday 10/23/2026
Despite a flat Nasdaq, the Dow and S&P sold off as breadth improved but stayed below the 50% confirmation threshold, keeping the regime Cautious. Ene…
6 days ago
Next Day Prep #349: Breadth vs. Index: Why a Red Day Still Upgraded the Regime – Thursday 10/22/2026
Despite a sharp Nasdaq and semiconductor selloff, improving 40-day breadth upgraded the market regime to Cautious even as short-term momentum stayed …
1 week ago
Next Day Prep #348: Cautious Upgrade: Narrow Breadth, Mega-Cap Mirage? – Wednesday 10/21/2026
The market regime upgraded to Cautious as the 40-day breadth jumped, but the 20-day reading slipped, signaling a narrow, large-cap-led rotation rathe…
1 week, 1 day ago
Next Day Prep #347: Flat Index, Hidden Rotation: Reading Breadth Beneath a Quiet Tape – Tuesday 10/20/2026
A nearly flat Nasdaq masked a major breadth upgrade as falling oil prices and easing yields sparked a relief rotation into small-caps, financials, an…
1 week, 1 day ago
Next Day Prep #346: Rotation Under the Hood: Breadth Breaks Out as Oil Reverses – Tuesday 10/20/2026
A flat headline close masked a major internal rotation as breadth surged, small-caps snapped a losing streak, and oil’s reversal unlocked rate-sensit…
1 week, 2 days ago
Next Day Prep #345: Green Close, Red Flags: Why Breadth Still Says Caution – Monday 10/19/2026
Despite a green close for the S&P 500, collapsing 20-day breadth, failed sector participation, and a still-bearish Bull-Bear spread keep the regime c…
1 week, 3 days ago
Next Day Prep #344: 54 Bulls, 290 Bears: The Hidden Breakdown – Friday 10/16/2026
A sharp Bull/Bear gauge collapse exposed fresh distribution even as breadth quietly improved, with energy and insurance names holding on fundamentals…
1 week, 6 days ago