The Trading Post | 09.12.25

Good morning,

The Fed is cutting rates next week no matter what, Oracle staged the rally of the century, Dow broke 46k, jobless claims hit a four-year high, and inflation is still sticky thanks to tariffs.

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 09.11.25 market close.

Market News

• Fed rate cut baked in – Markets see a 100% chance of a 25bp cut Sept 17; jobless claims at 263k seal the deal. Yahoo

• Oracle moonshots – Stock up 36% on monster AI cloud contracts, backlog at $455B. CNBC

• Record highs everywhere – Dow >46,000, Nasdaq and S&P also set new peaks. Reuters

• Labor market cracks – Jobless claims at highest since 2021, up 27k in a week. CBS

• Inflation sticky – August CPI +0.4% MoM, 2.9% YoY as tariffs creep into consumer prices. CNBC

• Semis join the party – Nvidia +3%, Broadcom +10%, AMD +24% on Oracle cloud hype. Reuters

• Utilities get hot – Rising data center demand boosts power plays. Reuters

• Treasuries bid – Long bonds catch a bid as labor weakens, 10Y yield slips below 3.90%. TradingEconomics

• Gold steady – Holding near $3,650, waiting for Fed confirmation cut. GoldHub

• Dollar softens – Tariffs + rate cuts = weaker greenback trade. CNN

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. 

Claim your free access to Mastermind Week here 

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

Why It Matters:

Market manias are equal-opportunity wrecking balls. First, the short sellers get steamrolled as prices soar beyond reason (cue dot-com bears in ’99, or the folks shorting Nvidia in 2023). Then, once everyone’s “all in” and CNBC is running man-on-the-street interviews with your Uber driver about buying AI cloud plays, the rug gets pulled.

Trading takeaway: don’t confuse momentum with immunity. You can ride the wave, but keep an exit plan — because mania doesn’t care if you were a skeptic or a believer. It eventually eats both.