The Trading Post | 03.25.26

March 25, 2026

Good morning,

Earnings are doing their best to hijack the tape, Fed-speak is still hovering like a bad smell, and tech remains under pressure while traders keep one eye on oil, one eye on yields, and somehow still try to click the right button.

Let’s jump in.

Yesterday’s Post-Market Performance

As of 03.24.26 market close.

Market News

  • Earnings roulette is back: Chewy, PDD, Paychex, and Beyond Meat are in focus as traders brace for post-print gaps, IV crush, and the usual premarket overreaction theater. Yahoo Finance

  • Fed still has the wheel, even if nobody likes the route: Rates remain at 3.50%–3.75%, but the market is still arguing over the timing of that lone 2026 cut like it’s a family fight at Thanksgiving. Kiplinger

  • Tech still can’t find its footing: Growth names remain vulnerable as oil, rates, and geopolitical tension keep pressure on the higher-beta crowd. CNBC

  • Volatility hasn’t left the building: Headline risk, sticky inflation fears, and rate uncertainty are keeping traders quick on the trigger and even quicker on the regret. Kiplinger

  • Single-stock setups still matter: In a tape this messy, clean post-earnings trend moves may offer better opportunity than trying to outsmart the entire index before breakfast. Yahoo Finance

Earnings We’re Watching

  • Chewy, Inc. (CHWY) - Wednesday (BMO) 

  • Cintas Corporation (CTAS) - Wednesday (BMO) 

  • Paychex, Inc. (PAYX) - Wednesday (BMO) 

  • Pinduoduo Inc. (PDD) - Wednesday (BMO) 

  • Jefferies Financial Group Inc. (JEF) - Wednesday (AMC) 

Trade Ideas

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

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Daily Moment of Zen

❝

It’s not what happens to you, but how you react to it that matters.

Epictetus

Why It Matters:

The market is basically a never-ending machine for producing things you did not ask for. Gap against you? Cool. Fed says something stupidly vague? Naturally. Your perfect setup fails by six cents, then works the second you stop out? Classic. The point is, chaos is part of the job description. Your reaction is the only part of the trade that’s actually yours.

That’s what makes this quote annoyingly correct. Great traders are not people who avoid bad news, bad entries, fakeouts, whipsaws, or the occasional market tantrum. They’re the ones who don’t let any of that hijack their process. They adjust. They manage risk. They move on. They do not turn one dumb candle into a full-blown emotional miniseries.

In trading, the event matters less than the response. A loss is manageable. A bad reaction to a loss is where the real damage starts. The market can hand you nonsense. It does that professionally. Your job is not to control what happens. Your job is to avoid acting like an idiot when it does.

If you want, I can also swap this directly into the Daily Moment of Zen section in the canvas.