The Great Rotation: Inflation Fears and the Market’s Reality Check

Powering the Mature AI Economy

Fresh news and strategies for traders. SPY Trader episode #1630. A mid2026 market update exploring how AI infrastructure, utility sectors, and 'fortress' balance sheets are driving growth in a stable interest rate environment.

SpaceX IPO Fever and the Great Sector Rotation

Fresh news and strategies for traders. SPY Trader episode #1629. This episode explores a pivotal week for the US stock market, covering the impact of a blowout jobs report on Fed rate expectations, the massive upcoming SpaceX IPO, and a strategic shift from AIdriven tech into defensive sectors like Healthcare and Financials.

Goldilocks Jobs and New Market Highs

Fresh news and strategies for traders. SPY Trader episode #1628. Host Barnaby Bullmarket breaks down a highenergy first week of June 2026, featuring record highs for the S&P 500 and Nasdaq100. The episode explores how a cooling labor market is paving the way for a potential Fed rate cut in July, the expansion of the AI rally into midcap stocks, and strategic plays in longterm bonds and international markets.

Navigating the June Swoon: Tech Tumbles and Rate Hike Fears

Fresh news and strategies for traders. SPY Trader episode #1627. In this update, analyst Penny Wise breaks down the massive techled market selloff on June 5, 2026. The episode explores how a surprisingly hot jobs report and liquidity drains from the upcoming SpaceX IPO are shifting market dynamics, and provides strategic recommendations on rotating into defensive sectors like Healthcare and Emerging Markets.

The Great Rotation: Tech Cools as Financials and Small Caps Heat Up

Fresh news and strategies for traders. SPY Trader episode #1626. In this afternoon market update, host Penny Profitt explores 'The Great Rotation' as investors shift capital from AI stocks like Broadcom into recordbreaking financials and smallcap sectors. The episode covers the Dow's new record high, the impact of sticky inflation on Fed policy, and tactical recommendations for XLF, VTI, and gold to navigate the current economic landscape.