TITLE: Hotter Inflation Tests Market Support as Semiconductors, Banks, and Mega-Cap Leaders Diverge (10-14-2026)
VIDEO SUMMARY: (FIRST POV Geoff)Geoff assessed a market pressured by a slightly hotter-than-expected CPI reading and weak bank reactions to earnings, while the S&P 500 …
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: 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: 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: 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: 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: Market Weakness, Breadth, And Breakout Setups (09-02-2026)
VIDEO SUMMARY: (FIRST POV Geoff)Geoff examined a fragile but potentially stabilizing market backdrop through the S&P 500, Nasdaq, equal-weighted S&P 500, semiconductors, bonds, and crude oil. He emphasized the importance of …
TITLE: NVIDIA Earnings Ahead As Bonds Rise And Crude Falls: Intermarket Signals, Risk-Based Setups, And Trend Scanning (08-26-2026)
VIDEO SUMMARY: (FIRST POV Geoff)Geoff analyzed a quiet, corrective market awaiting NVIDIA earnings, comparing rising TLTs, falling crude oil, and stagnant …
TITLE: Treasury Bond Support, The Ten-Day Moving Average Head Fake, and Semiconductor Confirmation (08-19-2026)
VIDEO SUMMARY: (FIRST POV Geoff)Geoff analyzed a market reacting to the Treasury’s plan to increase funding for long-duration Treasury buybacks, using TLT as the key …
TITLE: PPI Supports a Potential Breakout as Bonds Stabilize, Semiconductors Lead, and Opening Range Trades Define Risk (08-13-2026)
VIDEO SUMMARY: (FIRST POV Geoff)Geoff analyzed Thursday’s PPI reaction, noting that the modestly positive report added support to a potential S&P …