Recent content by JTH

  1. JTH

    JTH's Account Talk

    These Blog templates I've been working can sometimes be a huge ass pain. Perfection = I upload instructions and get both the correct output & format. This can take what might be 1-2 hours of human work and compress it into 5 minutes. While the AI does 100% of the output, I have to feed it scraps...
  2. JTH

    JTH's Account Talk

    A minor note, my active day trading account, is up 38% YTD But that's not much to brag about, it's been leveraged trades, and mostly quick 3-4 day positions. It's really been a low effort haul, like throwing a stick of dynamite in a pond and scooping up the dead fish. The biggest issue, this...
  3. JTH

    Blog: Straight-Six Still Running

    I haven't spent much time in stats lately, too many spreadsheets and projects to keep track of everything. Each of the S&P 500's last 6-Months have closed positive, with the last Seven 6-Month-Candlesticks also positive. With Sep/Oct behind us, we have statistically the the best 2-Months of...
  4. JTH

    Pre-Bell ☕ 31-Oct-2025

    Pre-Bell ☕ Brief Time: 31-Oct-2025 06:45 (ET) 🗝️ Key Takeaway • Big-tech earnings pop has U.S. futures pointing higher, but cash still has to absorb Thursday’s broad SPX/Nasdaq selloff. [1][2] • Ongoing federal shutdown means key U.S. data can slip or publish in fragments, so traders will lean...
  5. JTH

    The Fed cuts rates but says the December cut is far from certain

    I believe if UUP's dollar closes a few pennies higher, it will be a 100+ session high.
  6. JTH

    Pre-Bell ☕ 30-Oct-2025

    Pre-Bell ☕ Brief Time: 30-Oct-2025 01:30 (ET) 🗝️ Key Takeaway • Fed cut 25 bps and signaled December is not locked in, so cash indexes stalled near records. [1] • Ongoing US government shutdown is still scrambling the data calendar, so traders have to lean on private proxies. [2] • Even so...
  7. JTH

    Pre-Bell ☕ 29-Oct-2025

    Pre-Bell ☕ Brief Time: 29-Oct-2025 07:22 (ET) 🗝️ Key Takeaway • Fresh highs Tuesday: SPX +0.23% with tech leadership; tone hinges on Fed cut odds and Big Tech tonight. [1] • 10-year sits near 4.0% heading into the decision, a key check on multiples. [2] • Dollar a touch firmer premarket, a...
  8. JTH

    Pre-Bell ☕ 28-Oct-2025

    Pre-Bell ☕ Brief Time: 2025-10-28 08:39 (ET) 🗝️ Key Takeaway • U.S. futures are near flat as traders brace for mega-cap earnings and the Fed meeting. [1] • The focus is on rates and policy tone: a cut is widely expected, guidance matters more. [2] • Dollar is slightly softer and volatility calm...
  9. JTH

    New highs for the stock market

    An inch within a very long yard, I suppose, but with enough trades it might gain a measurable edge. 48 Ranks First with a 1.32% occurrence rate 64 Ranks in the Middle with a 1.00% occurrence rate 24 Ranks last with a .73% occurrence rate. But to measure this right I'd probably need to do a...
  10. JTH

    Pre-Bell ☕ 27-Oct-2025

    Pre-Bell ☕ Brief Time: 2025-10-27 09:11 (ET) 🗝️ Key Takeaway • Futures lean higher on trade-deal hopes and a Big Tech earnings wave this week. [1] • Markets also price a likely quarter-point Fed cut on Wednesday. [2] • Some U.S. data may be delayed by the government shutdown: plan for proxies...
  11. JTH

    New highs for the stock market

    Tom, interesting topic & timing pertaining to your chart on rounded number pullbacks. Since the Mar-2009 666.79 bottom I've had preconceived (and unproven) notions of where numbers gravitate. So the prior weekend, I did a small study of Daily SPX closes from 10-Oct-2025 back to 1985. This was...
  12. JTH

    Blog: AI-50 Bubble Brief

    🎈 AI-50 Bubble Brief Time: 2025-10-26 08:16 (ET) AI-50 Definition: A hand-crafted index of S&P 500 AI enablers, with S&P market-cap weights normalized into a single, trackable benchmark. Note: The AI-50 Bubble Brief is a preliminary overview of how AI enablers are rotating, tracking chips...
  13. JTH

    RMD thoughts

    Fuzzy math here, but I think my dad is getting close to his first RMD, and due to both his birthday and where it falls, I think he may have to do 2 RMDs his first year?
  14. JTH

    Blog: Cyclicals Clock In, Defensives Clock Out

    Cyclicals Clock In Defensives Clock Out And I'm Clocking Back: Europe switches to standard time tonight, Sunday Oct 26, 2025. ♗ Weekly Recap ● WTD Overview: Risk-on: SPX rose +1.92%, wide participation as mid and small caps joined. Cyclicals drew bids, defensives lagged; the dollar firmed. ●...
  15. JTH

    Pre-Bell ☕ Brief 24-Oct-2025

    Intela: Pre-Bell ☕ Brief Time: 2025-10-24 08:05 (ET) 🗝️ Key Takeaway • Fresh U.S. sanctions on Russian oil lifted energy shares and put SPX within a whisker of record highs. [1] • U.S. equity futures are modestly green after yesterday’s tech-led pop. [2] • CPI lands at 08:30: a hot or cool...
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