The Trading Post | 09.04.25

Good morning,

The Fed stares down a likely September cut, Alphabet’s courtroom win sparks a mega-cap tech frenzy, Salesforce flops while Macy’s moonwalks higher, tariffs smack discount retailers, and oil slides under $67 as OPEC+ toys with more output.

Experience Wealth Builders HQ's elite trading programs completely free during Mastermind Week (September 8-12) and discover what it's really like to trade alongside seasoned professionals.

Let’s jump in.

Pre-Market Performance

As of 09.03.25 market close.

Market News

  • Fed Cut Bets Climb: Futures now price 87% odds of a 25bp cut on Sept 17 after weak job openings data. Bloomberg

  • Google Wins Big: Judge rules no Chrome divestiture—Alphabet +9%, Apple +4% on relief. Investing.com

  • Salesforce Sinks: CRM -6.6% premarket despite beating EPS; weak Q3 guidance spooks AI believers. Yahoo Finance

  • Macy’s Pops: Legacy retail wins the day, +20% on EPS beat $0.41 vs $0.19 est. CNBC

  • Tariffs Bite: Dollar Tree -8.4% as Q3 guidance collapses on import costs. Reuters

  • Oil Tanks: Brent at $66.58, WTI $62.95 as OPEC+ signals October hike. CNBC

  • Treasuries Tighten: 10-year yield tests 4.27% while VIX holds mid-teens. Reuters

  • Futures Split: Nasdaq +0.19%, Dow -0.08% as traders brace for Friday’s payrolls. CNBC

A Message From Wealth Builders HQ

Learn to Trade Like the Pros Do — Completely Free 

Ever wondered what separates successful traders from the rest? This week, you can find out firsthand. 

Wealth Builders HQ is opening their doors to their highest-level trading programs during Mastermind Week (September 8-12). For five days only, you'll get unprecedented access to the Inner Circle, Mastermind Group, and Trading U—programs that typically require significant investment. 

What You'll Experience: 

  • Inner Circle Trading Lab: Live market analysis with professional traders (Mon, Tue, Fri @ 9am ET) 

  • Inner Circle Weekly Meetup: Real-time trade setups and market insights (Mon @ 7pm ET) 

  • Mastermind Group: Interactive coaching sessions with the full WBHQ team (Tue @ 8pm ET) 

  • Trading U: Proven strategies from 25+ year veteran Robert Roy (Wed @ 8pm ET) 

  • Trading Coaches Playbook: Roundtable discussions with fellow serious traders (Fri @ 12pm ET) 

This isn't about selling you anything—it's about showing you exactly how professional traders approach the markets. You'll see real strategies, real trades, and real results from traders who've been doing this for decades. 

Perfect if you're: 

  • Struggling to identify high-probability setups 

  • Unsure which strategies work in different market conditions 

  • Looking to learn from experienced, profitable traders 

  • Ready to move beyond theory into real-world application 

Seven free sessions. Zero obligation. Maximum value. 

Earnings We’re Watching

  • Ciena Corporation (CIEN) - Thursday (BMO) 

  • Science Applications international Corporation (SAIC) - Thursday (BMO) 

  • Toro Company (TTC) - Thursday (BMO) 

  • Broadcom Inc. (AVGO) - Thursday (AMC) 

  • Lululemon athletica Inc. (LULU) - Thursday (AMC) 

Trade Ideas

Visa Inc. (V), Welltower Inc (WELL), Agilent Technologies, Inc (A), Adobe Systems Incorporated (ADBE)

Tenet Healthcare Corporation (THC), Thermo Fisher Scientific Inc (TMO), Targa Resources Corp (TRGP), Union Pacific Corporation (UNP)

3M Company (MMM), PulteGroup, Inc (PHM), Roku, Inc (ROKU), iShares PHLX SOX Semiconductor (SOXX)

Builders FirstSource, Inc (BLDR), Cadence Design Systems, Inc (CDNS), DoorDash, Inc (DASH), Elevance Health Inc (ELV)

Agilent Technologies, Inc (A), Adobe Systems Incoporated (ADBE), Autodesk, Inc (ADSK), Apollo Global Management, LLC (APO)

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

Inflation is the one form of taxation that can be imposed without legislation.

Milton Friedman

Why It Matters:

Traders know this “stealth tax” all too well: your cash shrinks in purchasing power while politicians get to point fingers instead of passing bills. CPI doesn’t need a roll call vote; it just quietly empties your grocery cart and shaves points off your portfolio’s real return. In trading terms, inflation is the house edge—you might still win, but the odds are permanently tilted against you unless you hedge, adapt, and stay ahead of the curve.