Active Investing Edge Mentoring for 06/22/2026

June 22, 2026

Active Investing Edge

By Geoff Bysshe

Video Summary:

Geoff begins the session by analyzing the current market compression, noting that with the Kevin Warsh Fed debut and SpaceX IPO now in the rearview mirror, the market is searching for its next narrative driver, likely earnings estimates. Geoff explores the intermarket relationship between long-term bonds (TLT) and short rates, suggesting that declining long rates remain a comforting backdrop for stocks despite valuation concerns. A major focus of the session is a live demonstration where Geoff applies the "E" (Expected Growth) factor of Prime to a list of elite CEOs, using a methodical scanning and average-ranking process to identify high-probability setups. Through this lens, Geoff breaks down the technical health of diverse names, ranging from the strength in financials like Citi and Goldman to the momentum warnings currently flashing in Microsoft and Amazon.

Session Highlights & Chapters:

  1. SESSION HIGHLIGHTS:
  2. [The Catalyst Vacuum] (00:02:15) - Geoff explains that in the absence of a new, interesting catalyst, traders must listen closely to the charts and sentiment to determine if the current consolidation is a rest before new highs or a potential reversal.
  3. [Rectangle Compression Patterns] (00:07:45) - Analyze the current "coiling" effect in the S&P 500 and QQQ, where multiple inside days are creating explosive setups that require a breakout of defined "rectangles" to confirm the next leg.
  4. [The OIH Momentum Warning] (00:20:30) - Geoff provides a masterclass on Real Motion divergences, showing how momentum in energy services (OIH) broke down well before price action, serving as a critical signal to avoid the sector.
  5. [The Barron's Prime Exercise] (00:30:45) - Learn how to assign a high "E" (Expected Growth) rating to institutional lists and then use technical scans to rank them from five-star leaders to avoid-at-all-cost laggards.

  6. VIDEO CHAPTERS:
  7. [Opening Analysis: The Post-Fed Landscape] (00:00:00) - Reviewing market context after Kevin Warsh's debut and the initial SpaceX IPO impact.
  8. [Intermarket Roadmap: Bonds vs. Oil] (00:04:30) - Why TLT rally and lower long-term rates are more comforting to the bull case than short-term Fed moves.
  9. [Technical Compression in the Indices] (00:10:15) - Identifying the key levels in IWM and RSP (Equal Weight) needed to confirm market broadening.
  10. [Sector Health: Semis vs. Energy Services] (00:18:45) - Comparing the leadership in SMH to the structural breakdown currently occurring in the OIH.
  11. [Applying Prime to the Top 25 CEOs] (00:31:30) - A step-by-step walkthrough of exporting fundamental lists into the technical scanner for objective ranking.
  12. [Rankings Breakdown: From Citi to Microsoft] (00:43:00) - Visualizing the results—why the market currently favors banks over big tech leaders like Microsoft and Amazon.