Morning Dose #286: The Cautious Regime: Why Markets Ignore War and Punish Dilution – Thursday 6/11/2026

Morning Dose #292: Bullish Regime: Chips Soar, Services Crater – Friday 6/19/2026

The market shifts to a bullish regime driven by geopolitical calm and a massive semiconductor rally, creating a stark divergence between chip giants and IT services. Host and Analyst break down the breadth expansion, key price levels for Intel and Micron, and the specific playbook for trading the current sector rotation. The post Morning Dose #292: Bullish Regime: Chips Soar, Services Crater – Friday 6/19/2026 [https://podcast.waverider.ai/podcast/morning-dose-292-bullish-regime-chips-soar-services-crater-friday-6-19-2026/] first appeared on WaveRider Reads: Trading Books Unpacked [https://podcast.waverider.ai].

Morning Dose #291: The Map is Gone: Fed Hawkishness vs. Oil Relief – Thursday 6/18/2026

The Fed has removed forward guidance and pushed rate cuts to 2026, creating a ‘no map’ environment despite a rally driven by falling oil prices. Analysts warn the market is stumbling on weak breadth, with defensive sectors leading while tech faces pressure. The post Morning Dose #291: The Map is Gone: Fed Hawkishness vs. Oil Relief – Thursday 6/18/2026 [https://podcast.waverider.ai/podcast/morning-dose-291-the-map-is-gone-fed-hawkishness-vs-oil-relief-thursday-6-18-2026/] first appeared on WaveRider Reads: Trading Books Unpacked [https://podcast.waverider.ai].

Morning Dose #290: Market Rotation: Tech Bleeds, Dow Hits Records – Wednesday 6/17/2026

The market enters a ‘Cautious’ regime as the Magnificent Seven stumble and the Dow hits records amid a massive sector rotation. With inflation data stubborn and the FOMC meeting looming, traders are advised to stay selective, favoring Financials over Tech. The post Morning Dose #290: Market Rotation: Tech Bleeds, Dow Hits Records – Wednesday 6/17/2026 [https://podcast.waverider.ai/podcast/morning-dose-290-market-rotation-tech-bleeds-dow-hits-records-wednesday-6-17-2026/] first appeared on WaveRider Reads: Trading Books Unpacked [https://podcast.waverider.ai].

Morning Dose #289: Reality Check: Housing Miss, AI Strength, and the End of the Peace Rally – Tuesday 6/16/2026

The market shifts from geopolitical euphoria to a cautious regime as housing data misses expectations and breadth tightens. While the broad rally stalls, AI infrastructure and semiconductor stocks show significant relative strength. The episode outlines a selective trading playbook focused on sector leaders while avoiding broad index chasing. The post Morning Dose #289: Reality Check: Housing Miss, AI Strength, and the End of the Peace Rally – Tuesday 6/16/2026 [https://podcast.waverider.ai/podcast/morning-dose-289-reality-check-housing-miss-ai-strength-and-the-end-of-the-peace-rally-tuesday-6-16-2026/] first appeared on WaveRider Reads: Trading Books Unpacked [https://podcast.waverider.ai].

Morning Dose #288: The Peace Dividend & The SpaceX Squeeze – Monday 6/15/2026

A historic peace deal sends oil crashing and global markets soaring, but a narrow rally and a massive SpaceX IPO create a complex trading environment. Host and analyst break down the ‘Selective Offensive’ strategy to navigate the new regime. The post Morning Dose #288: The Peace Dividend & The SpaceX Squeeze – Monday 6/15/2026 [https://podcast.waverider.ai/podcast/morning-dose-288-the-peace-dividend-the-spacex-squeeze-monday-6-15-2026/] first appeared on WaveRider Reads: Trading Books Unpacked [https://podcast.waverider.ai].