Stock Market This Week: Earnings, Violent Rotation, & VIX
It’s the weekend so relax, put your feet up, and watch a recap of our PreMarket Prep guests who joined us on the show this week with opinions, trade ideas and market commentary.
We have another full slate of guests joining us next week from Monday, so don’t forget to tune into PreMarket Prep live every morning from 8 am ET on YouTube and X.
VIX, Credit & Midterms
Kicking off the week was Piper Sandler’s Head of Options, Danny Kirsch, who broke down what the recent VIX spike really meant, why credit spreads are the signal to watch, and which options trades he was looking at heading into the packed week of earnings and catalysts.
Know When To Hold ‘Em, Know When To Fold ‘Em
On Tuesday we had 2 guests and first up was Christian Fromhertz, CEO of Tribeca Trade Group. He explained his trend-following rules built around the 20-day and 50-day moving averages, why interest rates and TLT are driving value stocks, and why tech hitting ~40% of the S&P 500 has him looking elsewhere.
Is the AI trade finally cracking?
Later on Tuesday’s show we were joined by Todd Gordon, founder of Inside Edge Capital who broke down why he raised ~13.5% in cash and hedges, where money is rotating to, and the specific trade ideas he’s watching.
Is the Fed confused?
Blu Putnam, Chief Economist for the Stock Trader Network joined us for his weekly segment on Wednesday morning. Is the Fed confused? Will oil stay near $100 even if the Strait of Hormuz reopens? And have chip stocks and data centers already topped out? Blu breaks down the biggest market-moving themes happening right now.
“One chart to rule them all”
On Thursday the one and only Cameron Dawson, CIO of NewEdge Wealth joined the PreMarket Prep team to explain why semiconductor margins may be the most important chart in the stock market right now, and why the breakdown in the SOX and SMH could signal that 2027 is the earnings peak for chips.
Is the semiconductor sell-off over, or just getting started?
Closing out the week we had another 2 guests on Friday. First up was CC Lagator, founder of Options AI. On options expiration Friday, CC broke down what the options market is signallng about tech, semis, and the broader market.
Is the stock market about to roll over?
Following CC was Tony Pawlak, owner and coach over at Real Life Trading who explained why he’s buying $SPY puts and the key gamma level he’s watching. He also did some rapid fire technical analysis of charts suggested by our community.
Tune into PreMarket Prep live every weekday morning from 8 am ET on YouTube to help get you set up for your trading day.
