Active Investing Edge Mentoring for 06/26/2026

June 26, 2026

Active Investing Edge

By Geoff Bysshe

Video Summary:

Geoff stated that while the market faced an early test due to global tech weakness, he remains focused on the institutional "window dressing" phenomenon that typically supports prices through the end of the second quarter. He noted that the S&P 500 and Nasdaq are currently testing their 50-day moving averages, which led him to look for a potential "head fake" lower rather than a sustained market breakdown. Geoff explained that the true strength of the current bull market is found in its "broadening out," specifically as capital rotates into Regional Banks (KRE) and Industrials (XLI). He further detailed a systematic screen of these sectors, identifying technical leaders like Zion (ZION) and United Rentals (URI) that are showing resilient trends. Finally, Geoff demonstrated how to trade the "inside day head fake" pattern using Moderna (MRNA), which successfully reversed higher despite broader index volatility during the morning session.

Session Highlights & Chapters:

  1. SESSION HIGHLIGHTS:
  2. [The Q2 Window Dressing Effect] (00:03:15) - Geoff explains why fund managers are incentivized to support tech and core positions through the end of June to improve quarterly performance reports.
  3. [Identifying the "Head Fake" Lower] (00:14:20) - A technical analysis of why the current test of the 50-day moving average is likely a reversal opportunity rather than the start of a bear market, supported by positive divergences in Real Motion.
  4. [Regional Banking (KRE) Leadership] (00:48:00) - A systematic scan of the banking sector identifying high-probability breakout candidates like Zion (ZION) and First Third (FITB).
  5. [The Inside Day Head Fake Strategy] (01:16:10) - Using Moderna (MRNA) as a case study, Geoff illustrates how a stock rejecting a breakdown below a consolidation range can signal a high-conviction long entry.

  6. VIDEO CHAPTERS:
  7. [Global Tech Weakness and 50-Day Moving Average Support] (00:00:00) - Reviewing the weak overnight session and identifying critical support levels for the major indices at their 50-day moving averages.
  8. [Intermarket Indicators: Crude Oil Vacuum and VIX Stability] (00:15:00) - Analyzing the downside in oil and how intermarket dynamics influence the current "head fake" market narrative.
  9. [Sector Rotation Analysis: RSP, IWM, and Outperforming Breadth] (00:32:00) - Examining how the broader market is successfully picking up the slack from the semiconductor sector.
  10. [Regional Bank Deep Dive: Building the "Strong Banks" Watchlist] (00:48:00) - A systematic review of the KRE to identify leadership names like Zion and First Third for the next leg of rotation.
  11. [Industrial Sector Scan: Caterpillar, Generac, and United Rentals] (01:10:00) - Evaluating the strong trends in industrial leaders that are hiding in plain sight and benefiting from infrastructure themes.
  12. [Individual Stock Tactics: MRNA, Snow, and Crowdstrike "Creepers"] (01:28:00) - Using specific patterns like inside day head fakes and price creepers to pinpoint low-risk entry points.