In this week's episode, Ian McMillan and Kevin Firari discuss the price action following Nvidia earnings, reinforcement of key price levels for the S&P 500, rotation into later-cycle sectors like Healthcare, Energy, and Financials, Fund Manager Survey cash levels, the VIX, and what we could see play out to end 2025.
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In this week's episode, Ian McMillan and Kevin Firari discuss the price action following Nvidia earnings, reinforcement of key price levels for the S&P 500, rotation into later-cycle sectors like Healthcare, Energy, and Financials, Fund Manager Survey cash levels, the VIX, and what we could see play out to end 2025.
In this week’s episode, Ian and Kevin discuss how it seems like stocks could pause and consolidate to start October, interesting relative charts, risk on areas in equities and fixed income, the continued performance from the mining industry, commodities, and transportation tech funds.
The Weekly Trend
In this week's episode, Ian McMillan and Kevin Firari discuss the price action following Nvidia earnings, reinforcement of key price levels for the S&P 500, rotation into later-cycle sectors like Healthcare, Energy, and Financials, Fund Manager Survey cash levels, the VIX, and what we could see play out to end 2025.
