Morning Dose #359: CPI Shock, Oil Spike, and a Stock-Picker’s Tape – Wednesday 10/14/2026

Episode summary

A hot CPI print and surging oil prices trigger a violent futures reversal, dragging the regime to Cautious Bearish with deeply negative sentiment. Despite the macro gut-punch, breadth is mixed and the Continuation scan still flags 22 setups led by AVGO, ADI, and LNG, prompting a defensive first-hour-pass approach ahead of the 2 PM Beige...