10 Things You Need to Know: A Jackson Hole-in-One
Let’s skip the preambles. You know what everyone cares about this week: 1. Fed Chair Jerome Powell Hit a Jackson Hole-In-One Traders were itching for a dovish Powell at the Jackson Hole Symposium on Friday. Their dreams came true. Powell said “downside risks to employment are rising” and acknowledged that the economic picture “may warrant adjusting our policy stance.” In other words, the Fed may cut if things get worse. The result? The SPX took off like a rocket to get within striking range of all-time highs. And rate sensitive stocks like small caps, regional banks, and homebuilders outperformed, big time. 2. A September Rate Cut to Remember? As of Friday afternoon, traders were pricing in an 89.3% probability of a September rate cut, according to the CME’s FedWatch Tool. This is up from 75% Thursday, and 58% one month ago. This makes the next nonfarm payrolls report a critical one. The July report was a mess because of large downward revisions to the May and June readings. Another sloppy report could make traders gear up for an even more dovish Fed, and also a weaker economy. 3. Housing Stocks Knew All Along On August 20, homebuilding stocks were ripping and I asked a simple question: Could markets be sniffing out rate cuts already? In hindsight, the answer is yes. Because the SPDR S&P Homebuilders ETF (XHB) has been gently gliding higher in the face of major concerns about the housing market. So that’s what the smart money has been up to… 4. Nvidia (NVDA) May Be in Danger. Nvidia (NVDA) earnings are Wednesday after the close, and traders are bracing for an 11th straight earnings beat. The stock is up 105% from the April lows, aided by big capex spending plans from the likes of Alphabet (GOOGL) and Meta Platforms (META). However, post-earnings reactions are all over the place the past few quarters, so tread carefully if you’re placing a bet: With expectations so skewed to the upside, there is an element of danger here. 5. Nvidia’s Not the Only One Nvidia’s not the only tech name reporting next week. We also have: MongoDB (MDB) Crowdstrike (CRWD) Snowflake (SNOW) Dell (DELL Marvell (MRVL) Alibaba (BABA) These names cover a decent spectrum of the tech universe, so keep ’em on your screen. Here’s the full calendar for the week: 6. Ethereum Is THE Momentum Superstar Ethereum was up 13% on Friday, and is now up over 200% from the April lows, crushing Bitcoin: The FT reported that the EU is exploring Ethereum and Solana as a basis for a digital euro. And plenty of market strategists have been throwing out wild Ethereum price targets. Standard Chartered recently upped its forecast to $7,500, and FundStrat’s Tom Lee said today that “Ethereum is arguably the biggest macro trade for the next 10-15 years.” Ethereum is arguably the biggest macro trade for the next 10-15 years đ Tickers: $BMNR $GRNY https://t.co/iDXtNmoMJY â Thomas (Tom) Lee (not drummer) FSInsight.com (@fundstrat) August 22, 2025 And major Ethereum holder Bitmine Immersion Technologies (BMNR), of which Tom is chairman, popped 15%. 7. Cathie Wood’s “Secret ETF” Is Kicking @$$ Cathie Wood’s flagship ARK Innovation ETF (ARKK) is kicking butt, up 35% this year thanks to big bets on winners like Coinbase (COIN), Tempus AI (TEM), and Shopify (SHOP). But she has an even bigger winner in the lesser-known Ark Fintech Innovation ETF (ARKF), which as you’d think, is levered even more heavily to booming fintech stocks like Robinhood (HOOD) and SoFI (SOFI). Why is ARKF doing so well? A perfect storm of strong financial markets, a dovish Fed, and a favorable regulatory environment. Keep it on the radar. 8. Investors Are Bearish For the third week in a row, the AAII sentiment survey showed that investors are bearish. This bearishness set the stage for Powell’s dovish turn at Jackson Hole. Because you have to imagine that lots of bears rushed in to avoid getting left behind. 9. Cracker Barrel Got Cracked Casual dining chain Cracker Barrel (CBRL) got slammed this week after unveiling its new branding. This: Led to this: So now Cracker Barrel’s next earnings report is suddenly a big deal. Because so many people want to see if the controversy kills sales. Kind of like American Eagle Outfitters (AEO) after its controversial “Good Jeans” ad campaign with Sydney Sweeney. 10. JR Romero Will Lead You Through Nvidia Earnings Week Last week JR Romero said “garbage stocks” are working in this market. And he was right as small caps skyrocketed Friday after Powell’s dovish twist. Want to trade with JR for a week? He’s opening up his Momentum Express VTFÂŽ for free August 25-29. It’s bound to a be a big week with Nvidia (NVDA) on the earnings calendar! Sign up here.
Continue Reading -->David Prince: PLTR Is The Poster Child of This Market
David Prince says Palantir (PLTR) is the poster child for this market. He discusses how to trade it even with an “egregious valuation”: David also covers: The mistakes novice traders make with a name like PLTR How he guides traders through trades inside the Inner Circle VTFÂŽ Expectations for Friday’s speech from Fed Chair Jerome Powell Analysis of other names like UNH, UPST, AMZN, NVDA, CRWV And more! Apply to work with David in the Inner Circle VTFÂŽ here.
Continue Reading -->The #1 Sector Right Now
Sami Abusaad is cautious on the market. But there is one sector he likes right now… along with a beaten-down EV name that is not named Tesla (TSLA). Sami goes over: Sami explains: The #1 sector that looks most bullish right now Why Sami started this week bearish The reason SPY and QQQ could see their August 1 lows  A left-for-dead EV name (not Tesla) that might be ready for a breakout A large-cap biotech name with a beautiful daily buy setup Why he likes the monthly and weekly charts in Wheels Up Experience (UP) A beaten-down tech name that looks ready to rebound Multiple short ideas that can work into the big Jackson Hole meeting And more!
Continue Reading -->Who Is Scott Redler?
Want Scott’s #1 Options Idea Every Week? Check out Power Plays Options. Who Is Scott Redler? Find out here in this wide-ranging interview on the “Confessions of a Market Maker” podcast: Scott goes over: The unusual true story behind the “Red Dog” nickname How a massive concert promotion failure got him into trading What it was like rebuilding after the dot-com crash Why you have to treat trading like a true business and not a hobby How his strict morning routine starting at 4:45 am ET sets him up for success Why his mantra is “win the morning, win the day” The importance of the 8 and 21 day moving averages The single question you must ask yourself before putting on a new trade How to build and maintain a proper go-to list What he learned from a huge loss early in his career How to develop a clear mind so you can listen to your “inner voice” Why you have to be 100% accountable to yourself And more! Scott’s positions as of 2025-08-18 at 8.39.34âŻAM
Continue Reading -->Why Pullback Risk is High Right Now
Sami Abusaad argues that the market is at risk of a pullback right now: Sami goes over: The exact levels in SPY and QQQ that could signal a broader pullback for the market Why IWM looks messy after its recent rally attempt Why it’s hard to pick a top when the market is grinding up A crypto miner with strong upside potential Why Gartner (IT) might rally after its huge gap down What’s so bullish about gold and silver right now, and the miner he is targeting The bullish trend in solar names Another China name that is setting up for a big long-term move The bear case for Coinbase (COIN) And more!
Continue Reading -->10 Things You Need to Know: The Fed Heads to Jackson Hole
We just closed out another exciting week which saw: Conflicting inflation reports with a cool CPI and hot PPI CoreWeave (CRWV) report a wider loss than expected, crushing the stock Circle (CRCL) report a loss in its first post-IPO earnings report Warren Buffett bet big on a major U.S. healthcare provider A face-to-face meeting between President Trump and Russian President Putin And MORE! So it’s time for the 10 things you need to know right now. Starting with… 1. Traders Pare Rate Cut Bets – Fed Heads to Wyoming A 50 basis point rate cut was creeping up in conversation after the cooler-than-expected CPI report on Tuesday. But Thursday’s hot PPI put an end to that talk. Traders are still overwhelmingly betting the Fed’s first rate cut of the year will come at the September 17 meeting : The PPI signaled more tariff-related pain may be ahead for consumers as companies pass down rising costs to buyers. Fundstrat’s Tom Lee shook off the hot PPI on Thursday saying, âI donât think that one data point is enough to change a thesis around the trajectory of inflation. Our base case remains that this is going to ultimately be viewed as transitory by the market.â We’ll get a clearer picture on the Fed’s outlook as the annual Jackson Hole Symposium begins on Thursday. This year’s theme is  âLabor Markets in Transition: Demographics, Productivity, and Macroeconomic Policy.” Fed Chair Jerome Powell’s speech is slated for Friday, August 23. Coincidentally, the Fed cut rates for the first time in 4 years at its September 2024 meeting. And that was a 50 basis point cut. 2. Next Week’s Earnings Are All About Retail The retail sector is in focus for next week’s slate of earnings. Here’s the schedule: Tuesday AM: $HD Wednesday AM: $TJX $LOW $TGT Thursday AM: $WMT $BABA Friday AM: $BJ Analysts are loving Walmart (WMT) right now: That may just be the name to watch in this group next week. Friday’s retail sales report showed U.S. consumers are still spending. July retail sales rose 0.5% monthly, while retail sales excluding autos rose 0.3%. Both were in line with expectations. 3. Ethereum Inches Toward New All-Time High Ethereum crossed $4,700 early Thursday morning before pulling back and stalling. The previous all-time high is $4,868. Is a new record mark ahead? Tom Lee remains extremely bullish. In a note on Wednesday he wrote, “We have stated multiple times we believe Ethereum is the biggest macro trade over the next 10-15 years.” While Ethereum gets closer to its record high, Bitcoin notched a new one this week. Bitcoin rose to a high of $124,496 overnight on Wednesday before getting hit by the hotter-than-expected PPI Thursday morning. 4. Is The Next Big Crypto Play Bullish? New crypto exchange Bullish (BLSH) debuted on the NYSE Thursday at $90 per share, 143% higher than its IPO price of $37. The company is led by former New York Stock Exchange President Tom Farley and backed by Peter Thiel. Thiel also bet big on BMNR – buying a 9% stake in the company back in July – and we all know how that’s worked out since then. Here’s what the Bullish CEO had to say about their future: âThe last leg of growth in crypto, the last 10 years, was basically all retail and ⌠the institutional wave has begun. Itâs here, and itâs a question of how big it will be. Based on the reception weâve gotten thus far as part of our IPO, it feels like institutional investors feel like this could be the moment.â 5. Housing Market Updates Ahead It’s going to be a busy week for those focused on the housing market. We’ll kick things off Monday with the National Association of Homebuilders August sentiment index at 10:00am ET. Will the recent cooling of rates have builders feeling better about the future? The market will also get a look at how building is going with July Housing Starts and Building Permits out at 8:30am ET and then existing home sales on Thursday at 10:00am ET. In addition to all that data, homebuilder Toll Brothers (TOL) reports earnings after the market close on Tuesday, the first of the largest builders in the U.S. to report Q3 results. Of note, Berkshire Hathaway appears to believe in the future for homebuilders as they added Lennar (LEN) and D.R. Horton (DHI) to their portfolio this week. Speaking of… 6. Warren Buffett Bets Big on UNH Warren Buffett triggered a huge rally in UnitedHealth Group (UNH) on Friday after Berkshire Hathaway (BRK.A) revealed a $1.6 billion stake in the company in a regulatory filing Thursday. As of Thursday’s close, UNH was down nearly 122% from the April high: UNH is the largest private health insurer in the U.S. and has been under fire in the face of public scrutiny over the rising costs of health care. The company is even facing a DOJ investigation into its Medicare billing practices. So why would Berkshire buy the stock now? Buffett has a history of bargain investing and this appears to be the latest move in that direction. UNH is now the 18th largest position in the Berkshire portfolio. Other names added this week include Nucor (NUE), Lamar Advertising (LAMR), and Allegion (ALLE). 7. The Week Could Be Light Although we are getting data on the housing market and some key retail earnings, there aren’t any big market-moving numbers set to be released next week. Take a look at the full calendar: But one earnings name could be one to pay attention to… 8. Keep An Eye On PANW Earnings Palo Alto Networks (PANW) reports earnings after the market close on Monday. Software stocks have been beat up lately on fears of AI disrupting the space. The market expectations are: $2.50 billion in revenue, +9.31% from last quarter $0.89 EPS, +10/7% from last quarter And the overall consensus from analysts is positive on this name: PANW is down over 20% from its most recent post-earnings high of $210.39 on July 29. This earnings season, it’s been all about where a stock is
Continue Reading -->Why Garbage Stocks Are Winning
It’s not time for blue chips. JR Romero has been moving towards riskier names because they are moving so fast: JR goes over: Why he is trading garbage stocks we’ve never heard of The fast-moving stocks he is focused on right now The reason blue chips are not the place to be How he matches his personality to his trading style The reason successful traders are hyper competitive
Continue Reading -->10 Things You Need to Know: Trump’s Inside Man
Wow! What a week! We just saw: The dip buyers achieve a massive victory Apple (AAPL) CEO Tim Cook commit to a $100 billion investment in US manufacturing Palantir (PLTR) cement its status as #1 momentum leader Hims & Hers (HIMS) disappoint on earnings and… (please insert your own obvious joke here) A shocking rally in Bitmine Immersion Technologies (BMNR), which may be our new super-spec champ President Trump nominate his buddy Stephen Miran to temporarily fill the vacant seat on the Federal Reserve board New tariffs go into effect Sydney Sweeney create a fascinating technical pattern in American Eagle Outfitters (AEO) stock Record highs in Gold And MORE! So it’s time for the 10 things you need to know right now so you can be the genius at the barbecue. Starting with… 1. President Trump Is Going Lock, Stock and Barrel on the Fed President Trump has lobbied the Fed to cut rates, going so far (or so low) as to use the nickname “Too Late Powell” to attack the current Fed Chair. But Powell’s term ends on May 15, 2026, and Trump gets to pick the replacement. And everyone with a brain is asking the obvious question: Who on Earth would take the job other than a Trump loyalist? Somebody like Stephen Miran — who could be Trump’s “inside man” on the current board until January, when the temporary board membership endd. So perhaps another rate cycle is inevitable, because the President is moving on on the Fed lock, stock and barrel. 2. Next Week’s CPI and PPI Reports Are Big We are headed into a pivotal week with the July CPI & PPI reports. Traders are now pricing in an 89.4% chance of a September rate cut, according to the CME’s Fedwatch tool. Odds skyrocketed after the lousy nonfarm payrolls report last week. So CPI and/or PPI had better not come in hot. Yes, the FOMC tends to eye the PCE Price Index more, but the market could still be freaked by hot inflation numbers. Because that could mean stagflation. 3. A Snoozefest Is Not Impossible The CPI and PPI should push the market around, and we should have a stream of funky trade headlines. But, the calendar is pretty light otherwise: So there’s always the chance we brace for volatility… and we just flop around. But let’s zero in on one of next week’s more interesting earnings names… 4. Could CoreWeave Squeeze? AI hyperscaler CoreWeave (CRWV) has been one of 2025’s more interesting IPOs. Everyone hated it when it came public at $40. Three months laster, it was at $187 as the AI megatrend came back in style. It crushed estimates on its first quarterly report three months ago. And analysts are indifferent, with 5 buy ratings out of 22 total ratings: Could the stage be set for a mega rally if CoreWeave rallies? Because we can think of another stock where the analysts go “meh” but the growth is unreal: 5. Palantir’s (PLTR) Growth Is Unreal Palantir dropped another monster earnings beat on Monday. And it’s the #1 stock in the S&P 500 for the second year in a row, gaining over 145% in 2025. It’s far beyond the #2 stock, GE Vernova (GEV), which is up 96%. As with CoreWeave, Wall Street isn’t aboard the Palantir train. Just 4 of 25 cover analysts rate Palantir as a buy – despite a borderline absurd growth streak. Since going public in 2020, Palantir revenues have never declined quarter-over-quarter. Every single quarter was better than the one before: 6. Ethereum Might Slam Through $4,000 So why did Bitmine Immersion Technologies (BMNR) rally over 60% this week? Simple. It’s the largest holder of crypto currency Ethereum. Inner Circle’s David Prince explains the “personality” pushing this name: $BMNR is now up over 50% from @epictrades1 entry last week đ Why has this been his crypto focus lately? David says it’s all about the personalities involved with the company. Join the Inner Circle: https://t.co/ihjWyUCC4q pic.twitter.com/dU3lofmgOY â T3 Live (@t3live) August 8, 2025 And Ethereum is on a tear, threatening to slam through $4,000: If that happens, traders may anticipate a move to the $4,868 all-time high. Stay tuned. 7. Keep This Biotech Name on the Radar On Wednesday, Avidity Biosciences (RNA) surged 26% on positive FDA news. But, JR Romero sees even more upside — and he also shares other names he likes in this video: 8. Sydney Sweeney Created a Fascinating Pattern in This Stock American Eagle Outfitters (AEO) skyrocketed last week after unveiling its “Great Jeans” ad campaign featuring Sydney Sweeney. But “The Sydney Surge” flamed out fast and the stock is compressing in a sideways wedge: There’s a big debate as to how much this new campaign is actually driving sales. We’ll have to wait until earnings in early September to find out. Still… doesn’t this stock look ready to explode? Or implode? 9. Gold Is on the Warpath Gold hit record highs on Friday, and the GLD ETF is now up 29% year-to-date, putting it in third place on the 2025 ETF leaderboard: Gold is rallying for all sorts of reasons ranging from geopolitical concerns to inflation fears to central bank buying, etc. So it’s been a great year for digital gold a.k.a. cryptocurrencies – and real gold. Here’s a chart of GLD vs. the IBIT and ETHE ETFs this year: 10. How to Scan for Winning Trades At Warp Speed It might take you hours to analyze a single chart. It takes Sami seconds. See how he scans through charts are warp speed: P.S. Did you know that Sami’s Pristine Mentorship is open for registration? Go here to learn more.
Continue Reading -->Pro-America Narrative Wins In This Market
Apple (AAPL) rallied today after announcing a $100 billion investment in the U.S. While chipmakers like Nvidia (NVDA) and Advanced Micro Devices (AMD) jumped despite President Trump announcing 100% tariffs on chipmakers who don’t build in the U.S. David Prince explains why these moves are all about the pro-America narrative: David also discusses: Advanced Micro Devices (AMD) earnings report and this earnings season so far How he’s traded focus names this week like COIN and BMNR The macro economic picture for the market Why the President might be right about the Fed and the jobs report Apply to work with David in the Inner Circle VTFÂŽ here.
Continue Reading -->This Biotech Will BOOM Again
Avidity Biosciences (RNA) is up over 20% today. But JR says it’s NOT done yet: JR Romero takes you through this buy list to show you: Why Avidity Biosciences (RNA) is no way done after a 20% gain here Shell’s (SHEL) boring beautiful right side base The reason Kinross Gold (KGC) was a buy at $16 and is headed to $22 Why Seagate (STX) can rally big after 4 more weeks of basing Why Hasbro (HAS) can go from $77 to $97+ Ollieâs Bargain Basement (OLLI) rally potential The 2 types of markets you should never short What makes this market relatively easy to read How the market can bring in fresh swing longs after a huge rally from April
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