Power Hour

Power Hour #146: Hawkish Fed Fears Spark Market Whiplash – Tuesday 11/10/2026

Episode 146Nov 10, 20264:44

Seek

0:004:44

Episode summary

A final-hour market briefing after a sharp rate-driven, risk-off reversal. Breadth flipped from a strong bullish skew to a bearish one, and short-term momentum turned bearish. The hosts cover what is holding up (MU, VRT), what to cut (high-beta tech and crypto-linked names like MSTR), and how to size positions for tomorrow.

Key points

Breadth flipped from 748 stocks up over 4% versus 126 down yesterday to 114 versus 236 today, a bearish skew.
MU and VRT held their intraday gains despite negative chip headlines, which signals buyer conviction.
High-beta tech and crypto-linked names such as MSTR get hit first when fed rate fears rise.
Defensive late setups should be half-size starters only, because relative volume is below 1.0 and a late rally could be a fake-out.
Control risk, don't chase low-volume strength, and wait for the 4% breadth number to recover before adding aggressive exposure.