The Morning Dose

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].

Morning Dose #287: The Handbrake is Off: SpaceX IPO & The Great Rotation – Friday 6/12/2026

A massive geopolitical peace dividend and a record-breaking SpaceX IPO are driving the biggest market rotation since the dot-com era. Traders are fleeing software for hardware, semiconductors, and space as liquidity shifts toward hard assets. The post Morning Dose #287: The Handbrake is Off: SpaceX IPO & The Great Rotation – Friday 6/12/2026 [https://podcast.waverider.ai/podcast/morning-dose-287-the-handbrake-is-off-spacex-ipo-the-great-rotation-friday-6-12-2026/] first appeared on WaveRider Reads: Trading Books Unpacked [https://podcast.waverider.ai].