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Oil surges past $90 and 10-year yields hit multi-year highs after a fresh Iran escalation, but gold’s decline reveals this is a rates story, not a panic trade. The team breaks down deteriorating breadth, defensive sector rotation, a puzzling wave of post-earnings selloffs, and today’s clearest trading signals and action codes.
Opening hook on oil, yields, and gold, plus the Cautious Bearish regime call backed by weakening breadth.
US-Iran strikes and the collapse of the diplomacy 'put' send WTI surging over 5%.
Sovereign bond yields spike globally as the 10-year touches 4.80%, the highest since January 2025.
Gold dropping alongside stocks signals a rates-driven move rather than a fear-driven panic.
Key events to watch: ADP, Factory Orders, Beige Book, and AVGO earnings after the close.
Five straight sessions of deteriorating breadth and a heavily bearish bull-bear read drive money into defensives.
Dell and GitLab rally on earnings while MongoDB and Palo Alto fade despite strong results, exposing a harsher valuation curve.
Cleanest defensive names like HUM and SPGI, chip reversal candidates, and today's FHP and COUGAR action codes.
Gap-up and gap-down playbooks tied to ADP and AVGO, wrapping with a patience-first trading mandate.
See HUM in WaveFinder. Sign in with your email, and new accounts are free and take about 30 seconds.
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Daily bars through Sep 2, 2026.
See SPGI in WaveFinder. Sign in with your email, and new accounts are free and take about 30 seconds.
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Daily bars through Sep 2, 2026.
See META in WaveFinder. Sign in with your email, and new accounts are free and take about 30 seconds.
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Daily bars through Sep 2, 2026.
See AMD in WaveFinder. Sign in with your email, and new accounts are free and take about 30 seconds.
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Daily bars through Sep 2, 2026.
See ARM in WaveFinder. Sign in with your email, and new accounts are free and take about 30 seconds.
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Daily bars through Sep 2, 2026.
See COHR in WaveFinder. Sign in with your email, and new accounts are free and take about 30 seconds.
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Daily bars through Sep 2, 2026.
See AVGO in WaveFinder. Sign in with your email, and new accounts are free and take about 30 seconds.
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Daily bars through Sep 2, 2026.
See MDB in WaveFinder. Sign in with your email, and new accounts are free and take about 30 seconds.
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Daily bars through Sep 2, 2026.
See PANW in WaveFinder. Sign in with your email, and new accounts are free and take about 30 seconds.
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Daily bars through Sep 2, 2026.
See DELL in WaveFinder. Sign in with your email, and new accounts are free and take about 30 seconds.
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Daily bars through Sep 2, 2026.
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Daily bars through Sep 2, 2026.
