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: PCE, Weak Bonds, and Narrow Technology Leadership Shape Plans Around Micron Earnings (09-30-2026)
VIDEO SUMMARY:Geoff assessed a modestly bullish stock reaction to softer-than-expected PCE inflation, while noting that weaker growth and jobs data and an unresponsive, sliding TLT …
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 …
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 …
TITLE: Managing Extended Stock Gains With Bonds, Oil, Breakout Support, And Opening Range Reversals (09-23-2026)
VIDEO SUMMARY:Geoff analyzed how to manage positions after a sharp advance, noting that the NASDAQ had gained roughly 6% in a week while many …
TITLE: Oil-Driven Markets, FOMC Volatility, And Opening Range Reversals Across Stocks And Bonds (09-16-2026)
VIDEO SUMMARY: (FIRST POV Geoff)Geoff analyzed how crude oil, bonds, and equities interacted during the prior session, emphasizing that a large oil move—roughly 2% or …
TITLE: Oil-Driven Markets, FOMC Volatility, And Opening Range Reversals Across Stocks And Bonds (09-16-2026)
VIDEO SUMMARY: (FIRST POV Geoff)Geoff analyzed how crude oil, bonds, and equities interacted during the prior session, emphasizing that a large oil move—roughly 2% or …
TITLE: Oil-Driven Markets, FOMC Volatility, And Opening Range Reversals Across Stocks And Bonds (09-16-2026)
VIDEO SUMMARY:Geoff analyzed how crude oil, bonds, and equities interacted during the prior session, emphasizing that a large oil move—roughly 2% or more—can strongly influence …
TITLE: A Fragile Market Rotation: SMH Leadership, RSP Weakness, Oil Risk, And Tactical Breakout Confirmation (09-09-2026)
VIDEO SUMMARY: (FIRST POV Geoff)Geoff analyzed a market rotation in which SMH rallied through its 50-day moving average while RSP broke below its …
TITLE: A Fragile Market Rotation: SMH Leadership, RSP Weakness, Oil Risk, And Tactical Breakout Confirmation (09-09-2026)
VIDEO SUMMARY: (FIRST POV Geoff)Geoff analyzed a market rotation in which SMH rallied through its 50-day moving average while RSP broke below its …