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tradesandgains.substack.comLatest Issues
📊 What To Watch This Week: The Handoff
🚨 Something quietly important happened last week: the market stopped being only about the Fed.
🎯 For two months, every tick of this market keyed off one question — “how many more hikes?” — and one variable, the 10-year yield. Then Frida...
📊 Nike: The Managed Decline — What No One Is Willing To Say
🚨 Every headline about Nike’s quarter used the same word: turnaround. “The turnaround is taking longer than hoped.” “Give the turnaround time.” “The turnaround is still intact.”
🎯 It’s a comforting frame, and it’s doing a lot of work —...
📊 The Close: The Flip
For two months, good news was bad news. On Friday, it flipped. A weak jobs report (+29K, far below forecast) was GOOD news — it cemented a Fed pause, yields tumbled, and stocks rallied.
🚨 The jobs report wasn’t supposed to come out. When...
📊 The Close: The Blackout
October opened in the dark. The government shut down, threatening to delay Friday's jobs report and leave the market flying blind on data.
🚨 A new month, a new quarter, and a new problem: the federal government shut down. And the market’s...
📊 The Close: The Shrug
The evidence came in — and it favored the bulls. Core PCE cooled to 3.0%, below forecast; yields slid; and after the close, Micron beat on both lines.
🚨 The market got exactly the good news it’s been begging for. And it fell anyway. That’...
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Head Of Analysis and Data For Trades & Gains & Investor Central Club | Give Daily Market Recaps & Insights Into Industries That Excite Me \ud83d\udc33 Feel Free To Follow The Journey \ud83c\udfcc️
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