The Trading Post | 11.06.25

Good morning,

Wall Street rallied as the Supreme Court questioned Trump’s tariffs, AI stocks snapped back, the record 36-day shutdown is wrecking GDP forecasts, Powell threw cold water on December rate-cut hopes, and oil remains stuck below $62.

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 11/05/25 market close.

Market News

  • Supreme Court Skepticism Sparks Rebound: Justices questioned Trump’s global tariffs, hinting they may overstep executive authority. A ruling against them could fuel relief rallies in retail and manufacturing. Reuters

  • AI Stocks Recover from Valuation Panic: AMD +2.5%, Micron +8.9%, Broadcom +2% after Tuesday’s tech rout. The VIX dropped 5.2% to 18.01 as traders exhaled—temporarily. Yahoo Finance

  • Government Shutdown Hits 36 Days: Q4 GDP forecasts cut by over a full point as data releases freeze. Economists now expect ~1% growth—if the shutdown ends soon. CNN

  • Powell Pumps the Brakes: Fed held rates at 3.75–4.00% and downplayed chances of a December cut. “Not a foregone conclusion,” he said, spooking rate-cut hopefuls. Bloomberg

  • Oil Stuck Below $62: Oversupply outweighs geopolitics. Crude inventories jumped 5.2M barrels last week; gold hovers near $4K; Bitcoin’s still wobbling around $103K. Reuters

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

  • Cummins, Inc. (CMI) - Thursday (BMO) 

  • DuPont (DD) - Thursday (BMO) 

  • Hyatt Hotels Corp (H) - Thursday (BMO) 

  • Nexstar Media Group, Inc. (NXST) - Thursday (BMO) 

  • Oscar Health, Inc. (OSCR) - Thursday (BMO) 

  • PENN Entertainment, Inc. (PENN) - Thursday (BMO) 

  • SharkNinja, Inc. (SN) - Thursday (BMO) 

  • Under Armour, Inc. (UAA) - Thursday (BMO) 

  • Airbnb, Inc. (ABNB) - Thursday (AMC) 

  • Block, Inc. (XYZ) - Thursday (AMC) 

  • DraftsKings Inc. (DKNG) - Thursday (AMC) 

  • Expedia, Inc. (EXPE) - Thursday (AMC) 

  • Microchip Technology Inc. (MCHP) - Thursday (AMC) 

  • SanDisk Corp. (SNDK) - Thursday (AMC) 

  • Take-Two Interactive Software, Inc. (TTWO) - Thursday (AMC) 

Trade Ideas

Sherwin-Williams Company (SHW), Toll Brothers Inc (TOL), Vertext Pharmaceuticals Incorpo (VRTX), Western Digital Corporation (WDC)

NVIDIA Corporation (NVDA), PulteGroup, Inc (PHM), Philip Morris International (PM), Invesco QQQ Trust (QQQ)

Lowe’s Companies, Inc (LOW), Marriott International (MAR), Molina Healthcare Inc (MOH), Microsoft Corporation (MSFT)

Dollar Tree, Inc (DLTR), Elastic N.V. (ESTC), Goldman Sachs Group, Inc (GS), Insmed, Inc (INSM)

Berkshire Hathaway Inc (BRK_B), Constellation Energy Corp (CEG), Datadog, Inc (DDOG), Dell Technologies Inc (DELL)

Arista Networks Inc (ANET), Ares Management L.P. (ARES), American Express Company (AXP), Alibaba Group Holding Limited (BABA)

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

When my information changes, I alter my conclusions. What do you do, sir?

John Maynard Keynes

Why It Matters:

Ah, the classic Keynesian mic-drop — the polite economist’s way of saying “adapt or die.” Traders love to think they’re nimble, but let’s be honest: most cling to bad trades like a first-love that “just needs one more chance.”

Markets don’t care about your thesis; they care about truth in motion. Prices move, data shifts, and the edge you had yesterday can vanish before your coffee cools. The best traders don’t marry their analysis — they date it, update it, and ghost it when the facts change.

In other words: if you can’t pivot, you’re not trading — you’re praying.