The Trading Post | 09.10.25

September 10, 2025

Good morning,

The Fed looks set to cut rates as PPI hits today’s tape, markets keep making records despite September’s usual curse, Oracle rides the AI cloud, UnitedHealth cashes Medicare bonus checks, and Apple unveils a thinner iPhone but gets a fatter selloff.

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 09.09.25 market close.

Market News

  • Fed cut baked in: Markets pricing ~90% odds of 25bp cut at Sept 17. PPI at 8:30 AM ET could shift the deck. TradingEconomics

  • September who? S&P, Nasdaq, and Dow all closed at record highs yesterday. Futures mixed. STL.News

  • Oracle flexes: Cloud infra revenue growth outlook tops 70% for FY26. Stock surges. FXLeaders

  • Healthcare payday: UNH up 8.6% on Medicare Advantage stars = ~$12.7B in 2025 bonuses. Reuters

  • Apple event “Awe Dropping”: New iPhone 17 Air (5.6mm thin), watches, AirPods. Stock still down 1.5%. MacRumors

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

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

Trade Ideas

Texas Roadhouse, Inc (TXRH), Consumer Discretionary Select (XLY), Arista Networks, Inc (ANET), Apollo Global Management (APO)

Tapestry Inc (TPR), ProShares UltraPro QQQ (TQQQ), Thomson Reutors Corp (TRI), Texas Instruments Incorporated (TXN)

Shopify Inc (SHOP), S&P Global Inc (SPGI), SPDR S&P 500 ETF (SPY), Thermo Fisher Scientific Inc (TMO)

Lowe’s Companies, Inc (LOW), GraniteShares 1.5x long (NVDL), Oracle Corporation (ORCL), Sea Limited (SE)

Hilton Worldwide Holdings Inc (HLT), IQVIA Holdings Inc (IQV), iShares S&P Index Fund (IVV), Kkr (KKR)

Dollar General Corporation (DG), Dick’s Sporting Goods Inc (DKS), Electronic Arts Inc (EA), SPDR Gold Trust (GLD)

Arista Networks, Inc (ANET), Apollo Global Management, LLC (APO), Ares Management LP (ARES), Dell Technologies Inc (DELL)

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

❝

Management is doing things right; leadership is doing the right things.

Peter Drucker

Why It Matters:

Drucker’s mic drop is basically the market’s way of separating risk managers from risk takers. Management is checking the boxes: setting stops, managing positions, sticking to the trading plan. Leadership? That’s pulling the trigger when everyone else hesitates, cutting losers before they bleed out, and knowing when to sit on your hands because the setup isn’t there.

In trading, “doing things right” keeps you alive. “Doing the right things” makes you money. The best traders — like the best leaders — manage their process while still having the guts to step in when the moment demands it. One without the other? That’s just paperwork.