When the same names lead every rally and trigger every selloff,
you don’t need more news… you need better timing.
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Good morning,
The market finally looks ready to slow down after two messy weeks of selling in tech and AI.
Futures are steady. Traders are trying to buy again.
Not because anything is fixed, but because everyone now wants to believe the Fed might cut rates in December. Whether it happens or not does not matter today.
The idea alone is enough to keep people from dumping stocks at the open.
The bounce is not coming from the same AI names that led the market all year. Nvidia is not getting real dip buyers. Speculative tech is quiet. Traders want to buy stocks, but they are tired of getting burned in the same place.
So the money is drifting into banks, industrials, materials, and even some retail as we head into the holiday spending season. It feels more like exhaustion than confidence.
We will break all of this down live this morning.
I’ll walk through what is real, what is noise, and how to trade a market that wants to believe the worst is behind it, even if it might not be.
Bring your charts.
Bring your questions.
The setups are changing fast.
See you there,
Garrett Baldwin
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