Afternoon Note
This has been an incredible session considering marquee names, that led the rally for three years, are struggling and instead of racing to the sideline’s, investors are truly rotating elsewhere – even Technology (XLK) might finish higher.


The Fear Index (VIX) is plunging as so are bond yields.

The move in 30-year treasury yield has lit up homebuilder stocks.

Homebuilders (XHB) are on the cusp of a major breakout.

| Tweet |
| 12/4/2025 1:35 PM | Muted Action |
| 12/4/2025 9:43 AM | UPWARD BIAS ON HOPES FOR FRIENDLY FED |
| 12/3/2025 1:29 PM | Recovering from Early Drop |
| 12/3/2025 9:43 AM | TRYPTOPHANE KICKS IN LATE |
| 12/2/2025 1:31 PM | Intraday Bounce |
| 12/2/2025 9:41 AM | THE STREAK IS LONG IN THE TOOTH |
| 12/1/2025 1:30 PM | Markets Start on a Softer Note |
| 12/1/2025 9:38 AM | V FOR VICTORY |
| 11/28/2025 9:14 AM | THE MOST WONDERFUL TIME OF THE YEAR |
| 11/26/2025 1:15 PM | Action To Be Thankful For |
| 11/26/2025 10:12 AM | COILED SPRINGS UNLEASHED |
| 11/25/2025 1:17 PM | Incredible Session |
| 11/25/2025 9:51 AM | THE BAND IS PLAYING THEIR FAVORITE TUNE |
| 11/24/2025 1:24 PM | Encouraging Session |
| 11/24/2025 9:38 AM | TIME FOR A LITTLE BIT OF LUCK |
| 11/21/2025 1:44 PM | On The Rise Again |
| 11/21/2025 9:30 AM | WICKED & PAINFUL REVERSAL |
| 11/20/2025 1:49 PM | Rally Fizzles |
| 11/20/2025 9:43 AM | JENSEN NUMBER ONE WITH A BULLET |
| 11/19/2025 1:12 PM | Marking Time |
| 11/19/2025 9:49 AM | HERE HE COMES! |
| 11/18/2025 1:10 PM | Investor Angst |
| 11/18/2025 9:35 AM | ANXIETY THICK ENOUGH TO CUT |
| 11/17/2025 1:28 PM | Stocks Wobble |
| 11/17/2025 9:21 AM | Fighting Spirit |
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