Active Investing Edge Mentoring for September 1, 2026

September 1, 2026

Active Investing Edge

By Geoff Bysshe

TITLE: Market Correction, Bond Support, Opening Range Discipline, and Relative-Strength Stock Setups (09-01-2026)

VIDEO SUMMARY: (FIRST POV Geoff)

Geoff assessed a market correction led by pressure in bonds, weaker SPY and QQQ action, rising crude near 137, and deteriorating 10-day moving averages. He emphasized the 81.88–82 area as important bond support and cautioned that a first-of-the-month session could be volatile and less directional. Geoff explained why traders should let the opening range develop before acting, especially while VIX, TLT, SMH, and QQQ provided mixed signals. He reviewed relative strength in sectors and individual names, including Apple, Merck, Johnson & Johnson, Robinhood, CF, Visa, MasterCard, GDX, and NVIDIA. Geoff demonstrated how pivots, VWAP, moving averages, prior highs, daily reversals, and ATR-based stops shaped entries and position management. He favored confirmation over blind breakouts, particularly for NVIDIA and other technology names. Geoff concluded that a durable market bounce would require stronger bonds and SMH participation, while September seasonality and the risk of a rally into resistance argued for caution.

SESSION HIGHLIGHTS:

  1. [00:00:00] Month-End Volatility and Window Dressing: Geoff explained how light August volume and institutional window dressing can create abrupt late-day moves, while warning that final-minute volatility is difficult to trade reliably.
  2. [00:06:33] Correction, Crude, and Bond Support: Geoff connected weaker SPY, QQQ, RSP, and rising crude with bond pressure, identifying the 81.88–82 area as a critical support zone rather than declaring a crash.
  3. [00:11:39] Interrupted Session Resumes: Geoff’s utility-account interruption temporarily suspended the market discussion; he returned at 00:32:53 and resumed the opening-range analysis for the abbreviated session.
  4. [00:32:40] Opening Range and Sector Tone: Geoff demonstrated why waiting for the opening range matters, then compared SMH, IWM, VIX, TLT, energy, financial, industrial, and defensive sectors for evidence of strength or weakness.
  5. [00:43:38] Stock Setups and Risk Levels: Geoff reviewed Merck, VLO, Amazon, Apple, Palantir, and related names, using pivots, prior highs, moving averages, daily confirmation, and ATR-based stops to define measured trades.
  6. [00:56:44] NVIDIA, SMH, and Intermarket Confirmation: Geoff explained why NVIDIA and SMH functioned as useful confirmation gauges for QQQ, preferring pullbacks or daily reversals over extended breakouts while monitoring TLT and VIX.
  7. [01:12:34] Defensive and Commodity-Linked Opportunities: Geoff outlined potential opening-range reversals in Johnson & Johnson and CF, discussed Robinhood and Moss, and stressed tight stops, relative performance, and avoiding blind entries.
  8. [01:24:49] Strength Scans and Market Wrap: Geoff used scans for top-ranked stocks, 10-day highs, inside days, and proximity to 52-week highs to find relative strength, then tied the outlook to bonds, SMH, September seasonality, and resistance risk.

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