The Trading Post | 03.19.26

March 19, 2026

Good morning,

Oil ripping past $110, the Fed holding the line (and your hopes for cuts), futures wobbling near lows, commodities sending mixed signals, and earnings about to inject some single-stock chaos.

Let’s jump in.

Yesterday’s Post-Market Performance

As of 03.19.26 market close.

Market News

  • Oil breaks $110, indices crack support: Crude strength + rising yields = pressure on equities; treat broken support as resistance and lean short on failed bounces. CNBC

  • Fed stays put, “higher-for-longer” back on the menu: One cut in 2026 isn’t exactly dovish—fade euphoric tech rallies until price proves otherwise above key MAs. Kiplinger

  • Commodities rotate: energy up, metals down: Money is choosing inflation hedges with cash flow—energy long on dips, metals guilty until reclaiming support. Investing.com

  • Futures hovering near lows into open: Weak structure + macro pressure = short bias below yesterday’s lows; only flip if buyers actually show up (not just tweet about it). CNBC

  • Earnings volatility incoming (ACN, FDX): Expect clean post-earnings moves—ORB setups for momentum traders, IV crush opportunities for premium sellers. Earnings Calendar

Earnings We’re Watching

  • Accenture Ltd. (ACN) - Thursday (BMO) 

  • Alibaba Group Holding Ltd. (BABA) - Thursday (BMO) 

  • Darden Restaurants, Inc. (DRI) - Thursday (BMO) 

  • FedEx Corp. (FDX) - Thursday (AMC) 

Trade Ideas

Apple Inc (AAPL), Autodesk, Inc. (ADSK), Applied Materials, Inc. (AMAT), Aon Corporation (AON)

Applovin Corporation (APP), Boeing Company (BA), Alibaba Group Holding Limited (BABA),
Cameco Corporation (CCJ)

Cadence Design Systems, Inc. (CDNS), Eaton Corporation (ETN), Expedia, Inc. (EXPE),
F5 Networks, Inc. (FFIV)

S&P 500 Bull 3X (SPXL), Seagate Technology (STX), Toll Brothers, Inc. (TOL), Zscaler, Inc. (ZS)

Want to learn how we trade these? Learn the setup we call the “High Volatility Switchback” trade.

Get these ideas delivered to your inbox daily with Trade With Rob. It’s 100% free. Sign up here.

Daily Moment of Zen

❝

Do not take yearly results too seriously. Instead, focus on four or five-year averages.

Warren Buffet

Why It Matters:

Most traders treat a bad week like a personal betrayal and a good week like they’ve cracked the code.

This quote is a reminder that both are equally misleading.

Short-term results are noise. Randomness. A mix of timing, luck, and whatever headline decided to drop mid-trade. You can follow your plan perfectly and still lose money… or trade like a degenerate and somehow win.

That’s the dangerous part.

Zoom out to 4–5 years, and suddenly the truth shows up:

  • Are you actually consistent?

  • Is your edge real?

  • Or have you just been riding a lucky streak with a WiFi connection?

Great traders think in sample sizes, not streaks.

Because anyone can look like a genius for a month.
The market only respects those who can survive—and perform—over cycles.