Don here…
Traders are reading CPI like it's gospel…
…and missing the real tell.
In today's session, Blake shows why PPI just flipped the script on "September cuts are a lock"… and how one line in yields is about to choose the winners and the losers.
Here's the punchline:
-
Two-path setup: If yields break lower, Blake's leaning financials & small caps for a momentum push. If yields hold or bounce, he's shifting to defensive plays—utilities & staples—for durable strength.
-
Actionable names: He highlights dividend-rich utilities (think SRE, D, NEE, DUK, EXC) as bond substitutes with defined risk, plus the exact context for when to rotate back into banks and the Russell.
-
What the crowd misses: The "95% odds of a cut" narrative came from a headline misread. Blake lays out the actual rate path and shows why the next leg is a fast, tradable move—not a drift.
And I have to say—moves like this are exactly the kind of pressure shifts Brandon's Ghost Prints System was built to detect.
When rates hit an inflection like this, the smart money starts showing its hand…if you know where to look.
If you've been waiting for a clear roadmap, not just headlines, this is it. Blake gives you the trigger, the sectors, and the names.
👉 Watch the video now and see the levels before the next 5% swing hits.
To your success,
Don Kaufman
Chief Market Strategist, TheoTRADE
0 Response to "The Two-Sided Plan That Decides the Next 5% Swing"
Post a Comment