FlashNotes

The 9:25 is back: leaner, sharper, and making one bold call: S&P 7000 by year-end. September has a reputation as the market’s worst month. But, what happens when it bucks the trend? Qualitative and quantitative points align in a powerful setup: 7000 is in play before 2026.

Last month, I highlight some golden opportunities to leverage the price action in gold. This morning, it is paying off. Find out what’s caused the move, how to manage (hopefully) your 9-18% gain, and why it isn’t too late to get in on this.

Expectations for Jackson Hole did not meet reality in the best way possible. I heard a soft-pivot form Powell. For my immediate take on the Jackson Hole keynote, you know what to do.

The sell-off in software has the attention of many. Palo Alto may have just reminded the market of the obvious: not all software is the same. For my take on what Palo Alto’s quarter signals for the software trade—and a definitive list of winners 🏆 and losers ❌ — you know what to do… 🖱️

My thoughts on what the worst PPI in 3 years means for stocks: More Concentration.

Did a 🌶️Habanero Hot 🔥 PPI just open the door for Q3 Volatility? Click around and find out why this matters and what level on the S&P 500 I’ll be watching over the coming weeks.

🔐 CPI locked-in the rate cut ✂️ What does that mean for you? Click around, find out.

Didn’t feel up to recording yesterday, but I had to make good on my promise to set the table for Cava (CAVA), Brinker International (EAT), and Applied Materials. The stories and charts are waiting.

A forgotten gem in the AI-story. The story and the trade. Nothing more; nothing less in less than 60s.

Two stocks are minting new, golden all-time highs. I’m putting some money to work in one of them at today’s close in 20 minutes. For the trade, the names, and catalysts click the link.