Tuesday, May 27, 2025 - TheoLIVE Market Masters

 

“Don’t short into a three-day weekend. How many times do I have to say it?”


Alright folks, Garrett’s back from the long weekend, a little sunburnt, a little under-caffeinated, but laser-focused.
And yes, he opens the day holding up a New York Post headline from the vault — because even the news cycle is cyclical.

But the real story? The market rallied, and anyone who got too cute on the short side… got steamrolled.


Key Points:

Garrett’s Glowing — And Not From the Market

  • Poolside all weekend, no sunscreen — sunburned, not surprised.
  • But it’s a perfect metaphor: don’t ignore obvious risk, or you’ll get burned.

S&P Opens Strong — Shorts Get Squeezed

  • Anyone who shorted into the weekend is feeling it.
  • Garrett walks through his mix — short Lyft, long RadNet — and how the post-holiday shift reset the tape.

The Weekend Rule: Policy Changes Everything

  • This is why Garrett warns: never short into a 3-day weekend.
  • Things change fast — especially in DC and at the Fed.

You want to short? Cool. But not on a Friday before a holiday.
This is the kind of day that rewards preparation, not prediction. Let’s trade accordingly.

Until next time,

Garrett Baldwin

TheoTRADE

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