Briefings

Premarket · midday · postmarket, archived

All(54)SPX(46)small-cap(40)gold(36)post-market(17)pre-market(16)energy(15)midday(15)

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Sep 29, 2026 · 12:01 PM ET · Midday

Tape Rotated Into Defensives — Power Hour Sets Up a Knife Fight

Morning session failed to hold early tech gains while health and materials got hammered. The 10Y at 5.27% is the story nobody wants to talk about heading into power hour.

midday · power-hour · yields · small-cap · gold · SPX

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Sep 25, 2026 · 12:01 PM ET · Midday
Tech Holds the Tape but the 10Y at 5.21% Is the Real Story
SPX grinding higher on tech muscle but a 5.21% 10Y yield is a tax on everything rate-sensitive. Power hour setup is thin — here's where I'm focused.
midday · SPX · 10Y yield · gold · small-cap · power hour

Briefings

Tape Rotated Into Defensives — Power Hour Sets Up a Knife Fight

Tech Holds the Tape but the 10Y at 5.21% Is the Real Story

10Y at 5.08% Is Running the Show — Energy the Only Bright Spot

10Y Yield at 4.976% Is the Real Story — Finance Is Bleeding

COMMS Rips +3.5%, BTC Surges, But Scanner Came Up Empty

BTC Rips While Equities Stall — Power Hour Sets Up Divergence Trade

Tech Carrying the Tape Into Power Hour — But Fear Index Says Stay Sharp

Gold Ripping, Energy Cratering — Tape Has a Clear Winner Today

Energy Rips While Everything Else Bleeds Into Power Hour

Gold Getting Slammed, BTC Diverging, Power Hour Setups Forming

SPX Clearing $7,670 With Tech Leading — Power Hour Sets Up

Zero Qualifiers, Crude Ripping, Silver Getting Wrecked — Stay Defensive

Tape Rotates Into Energy While Consumer and Utilities Get Crushed

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