TITLE: Crude Oil Pressure, Semiconductor Inflection Levels, and Patient Entries in a Consolidating Market (10-21-2026)
VIDEO SUMMARY: (FIRST POV Geoff)Geoff explained that crude oil remained a significant influence on stocks, with USO’s intraday direction often inversely reflected in SPY …
Last week ended with SMH closing down for a 9th consecutive day. On paper, this bearish streak is its longest in 25 years, but as we’ll see below, it may not be as bearish as many think. It also only …
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 …
Last week, stocks (SPY) got off to the bullish start we were looking for, but then the roller coaster of news events took over. Click here for the live SPY chart The most impressive part of stocks’ Monday …
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 …
It’s been all too common to read that “stocks ignored the bearish move in bonds.” While that's been true at times, the bigger picture doesn’t support it, and ignoring it could be costly. The cost could come from both being …
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 …
September Wasn’t Nice To Stocks Since the tech trade (SMH) peaked earlier this year, the market demonstrated its resilience as the equal-weighted S&P 500 (RSP) and the IWM moved higher, while SMH moved lower. Nothing lasts forever, and with ample …
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 …
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