Active Investing Edge Mentoring for 06/25/2026

June 25, 2026

Active Investing Edge

By Geoff Bysshe

Video Summary:

Geoff stated that the market successfully navigated a high-impact morning featuring Micron (MU) earnings and the PCE inflation data. He noted that while the PCE data came in slightly "hot" in areas like personal spending, the core numbers were in line with expectations, leading to a constructive response in the indices. Geoff explained that the most impressive action was seen in the Equal Weight S&P (RSP) and the Russell 2000 (IWM), which showed stronger relative performance than the tech-heavy Nasdaq, signaling a healthy "broadening out" of the bull market. He further detailed a shift in his intermarket view, describing Gold as an "unwinding bubble" that is currently losing liquidity to a strengthening U.S. Dollar and a more stable outlook on inflation. Finally, Geoff demonstrated the power of the new "Rank Ribbon" (or Traffic Light) indicator, which uses a triple-timeframe ranking system to identify low-risk entries in stocks like Lily (LLY) and Moderna (MRNA) as they rotate back into favor.

Session Highlights & Chapters:

  1. SESSION HIGHLIGHTS:
  2. [PCE Data and Market Stability] (00:02:15) - Analysis of the PCE inflation data coming in line with expectations, providing a "manageable" backdrop that allowed the market to maintain its overnight Micron-driven gains.
  3. [The "Market as a Team" Concept] (00:15:30) - A discussion on the bullish implications of the RSP and IWM hitting new highs, proving the market can remain healthy even when tech leaders take a breather.
  4. [Gold and the U.S. Dollar Pivot] (00:23:45) - Geoff explains why Gold is behaving like a "bubble unwinding" and how the Dollar is benefiting from solid economic growth and higher real interest rates.
  5. [Introducing the Rank Ribbon Indicator] (00:46:10) - A walkthrough of the new visual framework (Traffic Light) that ranks stocks across three timeframes to distinguish between pullbacks and trend failures.

  6. VIDEO CHAPTERS:
  7. [PCE Inflation & Micron Earnings Blowout] (00:00:00) - Reviewing the "muted" reaction to economic data and the significant gap-up in MU as the primary tech catalyst.
  8. [Intermarket Analysis: Bonds, Dollar, and Gold] (00:12:00) - Exploring the shifting relationships between TLT, the DXY, and why Gold is currently a "get out, not find a bottom" trade.
  9. [SMH Volatility & Sector Rotation Tactics] (00:28:00) - Analyzing the dangerous "gap and crap" price action in semiconductors while identifying strength in Industrials and Financials.
  10. [The Rank Ribbon / Traffic Light Framework] (00:45:00) - A detailed explanation of how to use short, intermediate, and long-term rankings to identify "Prime" power setups.
  11. [Consumer & Housing Strength (XRT, XHB)] (01:00:00) - Scanning the broader economy, including the legislative-driven rally in Housing (XHB) and the breakout in Retail.
  12. [Individual Setups: Moderna, Lily, and Beyond] (01:15:00) - Technical deep dives into MRNA's "inside day head fake" and LLY's pullback to support as high-conviction rotation trades.