The Trading Post | 12.04.25

Good morning,

Weak jobs data is juicing rate-cut bets, services remain surprisingly firm, individual stocks are popping (and flopping), the dollar keeps sliding while yields tick higher, and the “K-shaped economy” refuses to die.

Want to follow a proven options system with a 70%+ win rate? Robert Roy's Power Option Plays delivers twice-weekly trade alerts with clear entry and exit plans. 

Let’s jump in.

Pre-Market Performance

As of 12/3/25 market close.

Market News

• Weak Jobs Data Sends Rate-Cut Odds to 90%
  ADP reported a surprise 32,000 job decline, pushing markets to price in an almost-certain quarter-point cut on Dec 9–10. Equities love it—welcome back to “bad news = good news.” CNBC

• Services Sector Still Flexing
  ISM Services PMI ticked up to 52.6, beating expectations and reminding everyone the U.S. consumer isn’t done spending yet. A resilient services economy + weakening labor market = volatility cocktail. CNBC

• Earnings Movers: CRM, FIVE Up; SNOW Down
  Salesforce and Five Below rallied on strong forecasts and earnings beats, while Snowflake fell as revenue guidance underwhelmed. KeyBanc reiterated “Sector Weight” on Apple citing mixed-but-improving iPhone 17 demand. Yahoo Finance

• Dollar Skids for 10th Straight Day as Yields Creep Higher
  The dollar extended its losing streak while the 10-year yield nudged up to ~4.085% — a sign bond traders smell rate cuts coming but aren’t willing to throw caution entirely out the window. CNBC

• The “K-Shaped Economy” Debate Lives On
  Mixed holiday spending — weak in-store traffic but record online sales — has Wall Street split on whether the divide is stabilizing or widening. Translation: expect more chop in retail and e-commerce names. Yahoo Finance

A Message From Wealth Builders HQ

Trade Options with Confidence Using a Proven System 

Power Option Plays (POP) isn't just another options alert service—it's a complete trading education wrapped around real-time trade opportunities. 

Here's what makes POP different: 

Rob Roy personally analyzes hundreds of stocks every week, selecting only the highest-probability setups based on his Fibonacci and moving average system. You get twice-weekly recorded trainings that walk you through exactly why each trade setup works, so you're learning the methodology while following along. 

Since its founding, POP has maintained an average success rate above 70%, generating millions in profit in simulated trading accounts. The system focuses on repeatable patterns using the same core stock candidates, which means you're building pattern recognition with every alert. 

What You Get: 

• Biweekly recorded training videos breaking down current market setups 

• Trade alerts with specific entry points, position sizing, and exit strategies 

• A proven tracking system that shows you exactly when to scale in and out 

• Quarterly live Q&A sessions ("Mastering The Trade") to refine your approach 

• Access to Rob's complete watchlist with bias indicators (bullish, bearish, or neutral) 

Whether you're swing trading or day trading, POP teaches you how to fish while giving you the best fishing spots. You'll learn to identify your own setups using Rob's Fibonacci-based system while following his alerts on proven candidates. 

Ready to trade with a plan? Check out Power Option Plays and start building your options trading confidence with a system that actually works. 

Earnings We’re Watching

• Dollar General Corporation (DG) - Thursday (BMO) 

• Hormel Foods Corp. (HRL) - Thursday (BMO) 

• Kroger Co. (KR) - Thursday (BMO) 

• Hewlett Packard Enterprise (HPE) - Thursday (AMC) 

• ULTA Beauty (ULTA) - Thursday (AMC) 

Trade Ideas

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

Why It Matters:

This is the antidote to every trader’s favorite fantasy: perfect foresight. You don’t need to predict the future — you just need a system that makes money when the future eventually shows up. The market isn’t paying you for clairvoyance; it’s paying you for risk management, repeatable setups, and the discipline to execute them without needing a crystal ball.

In fact, the moment you believe you must know what’s coming next is the moment you start forcing trades, skipping stops, and auditioning for the role of “Bagholder #1.”

Profitable trading isn’t about certainty. It’s about probabilities, process, and consistency. Follow your edge, not your ego — the money comes from reacting well, not predicting perfectly.