TITLE: Bond Market Stress Tests the Stock Rally With Opening-Range Reversals and Relative-Strength Trades (10-07-2026)
VIDEO SUMMARY: (FIRST POV Geoff)Geoff framed the sharp stock-market pullback as a test of whether weakening bonds would undermine the rally, rather than as …
TITLE: Index Breakouts, Bond and Crude Signals, Sector Rotation, and Selective Growth Entries (10-06-2026)
VIDEO SUMMARY: (FIRST POV Geoff)Geoff assessed a bullish follow-through in the major indexes after the prior session’s strong breakout, while stressing that entries should account …
TITLE: Rising Yields Test Small-Cap Support as Bonds, Market Breadth, Earnings, and RealMotion Setups Come Into Focus (10-05-2026)
VIDEO SUMMARY: (FIRST POV Geoff)Geoff framed the week as a test of whether small caps and the equal-weight S&P 500 can …
TITLE: Stocks Rebound as Bonds Turn: Index Divergence, Opening-Range Risk, and Energy and Chip Setups (10-02-2026)
VIDEO SUMMARY: (FIRST POV Geoff)Geoff framed the session around a potential market reversal ahead of the employment report, with Treasury bonds rebounding after …
TITLE: Micron Earnings Meet Bond Weakness: Consolidation, Opening-Range Reversals, and Stock Setups (10-01-2026)
VIDEO SUMMARY: (FIRST POV Geoff)Geoff assessed Micron’s earnings as strong but largely in line with expectations, with positive guidance and constrained supply, and focused on whether …
TITLE: PCE, Weak Bonds, and Narrow Technology Leadership Shape Plans Around Micron Earnings (09-30-2026)
VIDEO SUMMARY: (FIRST POV Geoff)Geoff assessed a modestly bullish stock reaction to softer-than-expected PCE inflation, while noting that weaker growth and jobs data and an …
TITLE: Choppy Markets, Crude and Bond Signals, and Semiconductor Breakout Setups (09-29-2026)
VIDEO SUMMARY: (FIRST POV Geoff)Geoff reviewed the prior session’s price action to show how SPY, QQQ, USO, TLT, RSP, and SMH can function as an intermarket dashboard. …
TITLE: Late-September Index Setups, Crude Oil and Bonds, and Selective Breakout Risk (09-28-2026)
VIDEO SUMMARY: (FIRST POV Geoff)Geoff assessed a late-September market at a technical inflection point. The S&P futures and Nasdaq had constructive consolidation and breakout patterns, but …
TITLE: Bonds, Crude Oil, and Stocks: Breakout Tests and Risk Plans (09-24-2026)
VIDEO SUMMARY: (FIRST POV Geoff)Geoff framed the session around a sharp bond selloff and its implications for stocks, crude oil, and risk. He noted that the 10-year …
TITLE: Managing Extended Stock Gains With Bonds, Oil, Breakout Support, And Opening Range Reversals (09-23-2026)
VIDEO SUMMARY: (FIRST POV Geoff)Geoff analyzed how to manage positions after a sharp advance, noting that the NASDAQ had gained roughly 6% in a …