Next Day Prep

Next Day Prep #277: Market Rally or False Start? The SpaceX Effect & Cautious Verdict – Friday 6/12/2026

Episode 277Jun 12, 20264:21

Seek

0:004:21

Episode summary

Despite a market rally and strong breadth data, the regime remains Cautious as liquidity siphoned by the SpaceX IPO dampened mega-cap tech. We analyze the disconnect between the Bull/Bear gauge and market reality, highlighting the ‘beat and fall’ of Adobe and the rotation into cyclical leaders like Mosaic.

Next Day Prep #277: Market Rally or False Start? The SpaceX Effect & Cautious Verdict – Friday 6/12/2026

Episode summary

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