3 New Trade Ideas For You
Don Kaufman here. I was on Trading 360 this morning, and honestly, this market feels "slop tastic" right now. Nothing matters - not financials, not energy, not retail. Nothing matters but tech. And we're literally starting to see rotations within the tech sector itself. Everyone's asking about a Santa rally into year-end. Here's what I…
You Can Fit Five Walmarts Into One Apple
Don Kaufman here. I've been up since way too early this morning, clearly over-caffeinated, and I just spent an hour doing math that's going to keep me awake for the next week. All of healthcare equals one chip company. Every bank and oil company combined is smaller than Nvidia. You can fit five Walmart's, into…
They're About To Rope You In Again
Don Kaufman here. I'm watching people celebrate right now and it's making me absolutely sick. You know what that Thanksgiving rally was? It wasn't the market getting healthy. It was the most violent move I've seen in 15 years designed to do one thing - get dumb a**es back in the market right before they…
The Volatility Fuse Was Lit
Most traders think this rally is normal because the S&P is grinding higher. They're wrong. The market just moved 250 points in three and a half trading days. The expected move was only 146 points. That's not strength. That's volatility masquerading as a rally. Here's what everyone missed while celebrating new highs. Only two stocks…
My Thanksgiving Escape Plan Is Already In Motion
Don Kaufman here. Happy Thanksgiving from someone who's timed family visits better than most option spreads. Let me paint you the picture: My wife's family flies in December 4th. My parents arrive December 5th. I fly out December 5th afternoon. There's less than a 24-hour crossover period, and I've timed this very effectively. I can…
Don's Pre-Thanksgiving Market Reality Check
Don Kaufman here. These are the worst days ever. These are so one sided. I wouldn't even think about putting on a short trade today - not even close. When the market's this manic, you step aside and watch the show. We're seeing pure rotation within the AI bubble now. Google versus Nvidia. That's it.…
3 New Trade Ideas For You
Don Kaufman here. I had a great time on Schwab TV this morning breaking down what's really happening in this market. Everyone's asking: Is AI a bubble? Here's what I told them - we're in the latter innings, and it's all about rotation now. Google versus Nvidia. That's it. That's all that's really left driving…
Google Just Pulled Off the Greatest Market Cap Heist in History
Don Kaufman here. First things first - I'm going live at 2 PM Eastern today to break down exactly how to trade this insane volatility we're seeing. The market's gone completely schizophrenic, and if you're not positioned correctly, you're going to get run over. Join me in 15 minutes. Now, about Google gaining a trillion…
When Google Sneezes, Everything Dies
Don Kaufman here. I'm watching Google claw its way up 6% this today while the advance-decline line is absolutely getting crushed. You've got 90 products trading to the downside, but because Google, Tesla, and Broadcom are having a party, everyone thinks we're in some kind of bull market. This is not a bullish day. This…
Why I Think Bitcoin Is the Biggest Pile of Crap Ever
Don Kaufman here. I think Bitcoin is the biggest pile of crap ever, and it has nothing to do with the technology. It's because you can see what everyone’s doing on it. And that p****s me off to no end. As a trader, do you want full transparency? It's like playing a game of cards…