Morning Dose #281: Cautious Bearish: Tech Selloff and Defensive Rotation – Thursday 6/4/2026

Morning Dose #282: Cautious Regime: Jobs Report & Market Bifurcation – Friday 6/5/2026

Traders face a bifurcated market ahead of the critical May Employment Situation report. With the Nasdaq down and Dow up, we analyze the macro backdrop, market internals, and a selective trading playbook for LULU and AGX. The post Morning Dose #282: Cautious Regime: Jobs Report & Market Bifurcation – Friday 6/5/2026 [https://podcast.waverider.ai/podcast/morning-dose-282-cautious-regime-jobs-report-market-bifurcation-friday-6-5-2026/] first appeared on WaveRider Reads: Trading Books Unpacked [https://podcast.waverider.ai].

Morning Dose #281: Cautious Bearish: Tech Selloff and Defensive Rotation – Thursday 6/4/2026

The ten-day win streak ends as ‘sell-the-news’ corrections hit earnings beaters due to weak guidance. We analyze the shift to a ‘Cautious Bearish’ regime, the collapse in market breadth, and the flight to defensive sectors like Medical and Agriculture. The post Morning Dose #281: Cautious Bearish: Tech Selloff and Defensive Rotation – Thursday 6/4/2026 [https://podcast.waverider.ai/podcast/morning-dose-281-cautious-bearish-tech-selloff-and-defensive-rotation-thursday-6-4-2026/] first appeared on WaveRider Reads: Trading Books Unpacked [https://podcast.waverider.ai].

Morning Dose #280: Oil Shock & The Hardware vs. Software Divide – Wednesday 6/3/2026

Geopolitical tensions push oil to $95, triggering a ‘stagflation lite’ scenario that fractures the market. While energy and semiconductor hardware surge, dilutive software names face heavy selling pressure as investors flee to tangible revenue visibility. The post Morning Dose #280: Oil Shock & The Hardware vs. Software Divide – Wednesday 6/3/2026 [https://podcast.waverider.ai/podcast/morning-dose-280-oil-shock-the-hardware-vs-software-divide-wednesday-6-3-2026/] first appeared on WaveRider Reads: Trading Books Unpacked [https://podcast.waverider.ai].

Morning Dose #279: Tightrope Market: Cautious Regime & Two-Speed Reality – Tuesday 6/2/2026

The market hangs by a thread as geopolitical tensions and rising yields threaten the rally. Analysts break down the narrow leadership driving record highs and provide a selective playbook for navigating the two-speed economy. The post Morning Dose #279: Tightrope Market: Cautious Regime & Two-Speed Reality – Tuesday 6/2/2026 [https://podcast.waverider.ai/podcast/morning-dose-279-tightrope-market-cautious-regime-two-speed-reality-tuesday-6-2-2026/] first appeared on WaveRider Reads: Trading Books Unpacked [https://podcast.waverider.ai].

Morning Dose #278: Record Highs & The Anti-War Trade – Monday 6/1/2026

The S&P 500 closes at record highs for nine consecutive weeks as the market treats geopolitical tension as a minor speed bump. Analysts discuss the bullish regime, a rotation into real estate driven by Berkshire Hathaway’s acquisition of Taylor Morrison, and the 2LYNCH offensive playbook for the day. The post Morning Dose #278: Record Highs & The Anti-War Trade – Monday 6/1/2026 [https://podcast.waverider.ai/podcast/morning-dose-278-record-highs-the-anti-war-trade-monday-6-1-2026/] first appeared on WaveRider Reads: Trading Books Unpacked [https://podcast.waverider.ai].