The Trading Post | 11.03.25

November 03, 2025

Good morning,

Markets start November swinging, the Fed cuts but hints at a pause, Palantir’s valuation looks like a nosebleed waiting to happen, Trump and Xi hit the brakes on the tariff war, and Buffett is hoarding cash like it’s 2008 again.

Master SPX trading in just 5-6 hours per week with Brandon Wendell's proven strategy that thousands of traders are already using—register for this free training now. 

Let’s jump in.

Pre-Market Performance

As of 10.31.25 market close.

Market News

  • AI Rally Keeps Cooking: The S&P 500 (+2.3% in October) is chasing its 7th straight monthly gain, riding AI and 80% earnings beats. Seasonality says “November go brrr,” but keep one eye on those resistance lines — S&P 6,900, Nasdaq 24,200. Yahoo Finance

  • Fed Cuts, Then Shrugs: Powell trims rates 25 bps to 3.75%-4.00% but basically says, “don’t expect another anytime soon.” Translation: lower-for-longer dreams might need a nap. CNBC

  • Palantir Earnings Tonight: Revenue expected at $1.09B (+50% YoY). Stock’s up 165% YTD — traders are praying AI magic beats math. Options pricing an 11% move either way. Moneta Markets

  • US-China Hit the Snooze Button on Tariffs: Trump and Xi pause the trade war till 2026, easing chip export curbs and soybean drama. Semi and ag stocks love it. Reuters

  • Buffett Builds a War Chest: Berkshire’s record $381.6B cash pile screams “we’re due for a correction.” Translation: if the Oracle’s hiding in cash, maybe you shouldn’t be YOLOing weekly calls. Fortune

A Message From Wealth Builders HQ

Trade Smarter, Not Harder: Master SPX in Less Time 

What if you could generate consistent income from trading while reclaiming most of your week? 

Brandon Wendell, a Chartered Market Technician with 25 years of trading experience, is hosting a free training that reveals how to trade SPX options effectively in just 5-6 hours per week. 

In this session, you'll discover: 

The SPX Success Formula – A straightforward strategy that hundreds of traders use daily to create consistent cash flow without constant market monitoring. 

Time Freedom – Learn how to consolidate your entire week's trading into less than six total hours, freeing you to focus on what matters most in your life. 

Simplified Candidate Selection – Get a head start on identifying positions that are analytically positioned to move, dramatically reducing your research time. 

This training is perfect if you're tired of complex strategies that consume your day, if you're seeking consistency over home runs, or if you want a proven approach that actually works without the constant stress of monitoring trades. 

The best part? This is completely free—no credit card required, no obligation to buy anything. 

Brandon has taught thousands of students over his 20+ years as an instructor, and he's breaking down the exact system he uses in his personal trading. 

Earnings We’re Watching

  • Public Service Enterprise Group, Inc. (PEG) - Monday (BMO) 

  • Clorox Co. (CLX) - Monday (AMC) 

  • Goodyear Tire & Rubber Company (GT) - Monday (AMC) 

  • Palantir Technologies Inc. (PLTR) - Monday (AMC) 

Daily Moment of Zen

❝

The individual investor should act consistently as an investor and not as a speculator.

Benjamin Graham

Why It Matters:

Ah, the timeless wisdom from the man who basically wrote the Bible for value investors — and the prequel to Buffett’s gospel. Graham’s reminding us that real wealth isn’t built by chasing every shiny stock that trends on X for six hours. The investor plays the long game, builds conviction, and survives the drawdowns. The speculator? He’s the guy buying weekly zero-days because “it bounced last time.”

In today’s market — where AI tickers are treated like lottery tickets and TikTok analysts scream “next Nvidia!” every 15 minutes — this quote hits harder than ever. The smart money knows: consistency beats cleverness. Stick to process over impulse, analysis over adrenaline. Because in the long run, the speculators provide liquidity… and the investors collect it.