Bulls, Bears, & The Bell: Daily Stock Market & Investing News
Bulls, Bears, & The Bell is your daily, data-driven briefing on the S&P 500, Nasdaq, and Dow Jones. Delivered twice daily—pre-market and post-close—we eliminate the noise and focus strictly on mathematical truth. Each episode provides objective financial analysis, breaking down the top gainers, heaviest losers, and the exact catalysts driving market movement. We analyze risk-adjusted yields, expose institutional biases, and assess structural shifts in equities. There is no psychological fluff or speculative filler—only the unvarnished data and pragmatic strategy required to optimize capital a
Bulls, Bears & the Bell | AMZN Q3 Earnings Preview, VIX Call Spike & Midterm Election Jitters
Welcome to Bulls, Bears and the Bell—your pre-market intelligence rundown for Thursday, October 29, 2026.
With exactly five days until the 2026 Midterm Elections and the Q3 earnings season in full swing, markets are primed for high-stakes volatility. Hosts Joe and Jane break down institutional positioning, options flow, key macro catalysts, and tactical sector rotations before the opening bell rings.
In This Episode:
Amazon (AMZN) Q3 Earnings Preview: AMZN reports after the bell. We examine the 22% cloud growth target needed to support current multiples, implied options volatility pricing in a 6% move, and sympathy setups in NVDA an...Bulls, Bears and the Bell: Tech Surges as Crude Hits $115 | Oct 28, 2026
Welcome to the post-market breakdown for Wednesday, October 28, 2026.
In today's session, Wall Street saw a sharp divergence across sectors as an AI-driven technology surge pushed benchmarks higher despite a severe energy shock and rising bond yields.
Key Headlines in Today's Episode:
Market Scoreboard: The Nasdaq led the gains, closing up +1.18% at 26,477.81, while the S&P 500 added +0.60% to finish at 7,722.60. The Dow edged up +0.03% to 52,377.57, and the Russell 2000 rose +1.16% to 2,818.87.Energy Shock: Brent Crude surged 1.44% to $115.52 per barrel (reaching an intraday high of $116.35) following reports of a missile strike on Saudi Arabia's Ras Tanura refinery...Bulls, Bears and the Bell | Wall Street Hedges Before Fed: Big Tech Sell-Off, Yield Spike & NVDA Pivot
Welcome to the pre-market breakdown for Wednesday, October 28, 2026. S&P 500 futures are ticking lower by 0.4% as Wall Street digests a massive slate of Q3 Big Tech earnings while hedging ahead of the Federal Reserve's final meeting of the year.Join Joe and Jane as they analyze under-the-hood market dynamics, option flows, and crucial technical levels before the opening bell rings.
Key Discussion Highlights
Macro & Yield Pressures: The 10-year Treasury yield climbs to new cycle highs at 4.65%, placing immediate pressure on Nasdaq 100 futures.S&P 500 Support Levels: Futures test the critical 5,800 floor. Joe breaks down why a...Bulls, Bears and the Bell | Big Tech Sell-Off, Yield Spike to 4.52% & Key Support Levels Tested (Oct 27, 2026)
The closing bell has rung on Tuesday, October 27, 2026, and late-day selling has swept across the major benchmarks.
In today's post-market breakdown, Senior Market Editor Joe and Tactical Strategist Jane analyze a heavy final 20 minutes of trading. As Big Tech Q3 earnings loom tomorrow, traders are de-risking across the board—sending the NASDAQ down nearly 1.0% and the S&P 500 down 0.4%, while small-caps (IWM) managed a modest 0.1% gain.We dive deep into the macro catalyst behind the late spike: stronger-than-expected consumer confidence data pushing the 10-year Treasury yield up to 4.52%, reinforcing "higher for longer" rate fears. Plus, we examine cr...
Bulls, Bears and the Bell: Big Tech Earnings Preview (MSFT & GOOGL), NVDA $145 Watch & Retail Rotation (Oct 27, 2026)
Good morning!
Welcome to another pre-market edition of Bulls, Bears and the Bell, broadcasting 35 minutes ahead of the opening bell.In today’s episode, Joe and Jane break down a massive pre-market tape as traders position themselves for Q3 earnings from tech heavyweights and navigate key macro bond pressures.
What We Cover in This Episode:
Macro Backdrop & Yield Drag: S&P 500 futures trade slightly down (-0.2%) as the 10-Year Treasury yield hovers near 4.52%, capping gains for small-caps (Russell 2000). Plus, a look ahead to this week's crucial PCE inflation data.Big Tech Options & Earnings: Out-of-the-money ca...Big Tech Earnings Gauntlet Begins: 10-Yr Yields Spike to 4.42%, NVDA Call Surge & Pre-Earnings Rotation
The closing bell has rung for Monday, October 26, 2026, and the highest-stakes week of Q3 earnings season is officially underway.
In today’s post-market wrap-up, Joe (Senior Market Editor) and Jane (Tactical Strategist) break down a tense, choppy session as Wall Street braces for key earnings reports from Microsoft ($MSFT) and Alphabet ($GOOGL) tomorrow after the bell.Despite macro headwinds pushing the 10-year Treasury yield up to 4.42%, aggressive call-buying surged in NVIDIA ($NVDA), while smart money rotated out of consumer safety plays and into tactical setups across regional banking and small-caps.Key Topics Covered:
The Macro Setup: S...Bears & the Bell | Why Wall Street Is Shorting AI & Navigating Mega-Cap Earnings Week
Welcome to the Monday, October 26, 2026, pre-market edition of Bulls, Bears and the Bell. Join Senior Market Editor Joe and Market Strategist Jane as they break down a massive week for your portfolio. With four of the "Magnificent Seven" reporting Q3 earnings this week and central bank activity on the horizon, institutional investors are adopting a cautious posture as the macro narrative shifts from "growth at any cost" to proving tangible "ROI on AI".In this episode, we dive into the pre-market tape, tracking S&P 500 and Nasdaq 100 futures, dissecting the "yield-chill" on tech valuations, and revealing where dark pool...
High Oil Collides With AI: $116 Crude, Dark Pool Flows & The NVDA Volatility Playbook
Welcome to the Sunday VIP Playbook. In this executive strategy session, Joe and Jane cut through the retail noise to break down institutional order flow heading into a pivotal macro week.
With Brent Crude surging to $116.72/barrel and AI capital expenditure fatigue weighing on tech valuations, we analyze how smart money is positioning ahead of the Federal Reserve's communications blackout and the upcoming Midterm Elections.From $300M dark pool block trades in $SPY to options volatility surface strategies for $NVDA earnings, this briefing provides institutional investors and active traders with actionable market architecture insights.
Late-session dark...Bulls, Bears & The Bell: Post-Market Intelligence — Q3 Earnings Inflection, Dark Pool Flows & Tactical Risk Rebalancing (Oct 23, 2026)
Join hosts Joe and Jane on the Bulls, Bears and the Bell VIP Desk for an exclusive post-market strategy breakdown following the Friday close on October 23, 2026.
As the Q3 earnings season reaches a critical inflection point, institutional capital is aggressively repositioning across dark pools, options chains, and macro duration hedges.In this episode, we cut straight through the headline noise to analyze verified post-market data: the S&P 500 closing at 6,412.18 (+0.14%) and the Nasdaq Composite slipping to 21,104.45 (-0.22%), alongside a rising 10-Year Treasury yield hovering at 4.12%. We break down high-impact after-hours movers—including Amazon’s ($AMZN) +3.4% rally driven by A...
Bulls, Bears and the Bell: Friday Flush or Relief Squeeze? | 10-Yr Yields, NVDA Flow & Small-Cap Breakout ($IWM)
Good morning traders! Welcome to the Friday, October 23, 2026 pre-market edition of Bulls, Bears and the Bell.With the S&P 500 sitting just below the 5,800 level and the 10-year Treasury yield pushing up to 4.22%, hosts Joe and Jane break down everything you need to know before the opening bell rings. We’re tracking a heavy week of data, macro policy shifts, and crucial technical levels across tech, retail, and energy.
Key Discussion Topics
The Macro Picture: ECB policy shift fallout, rising 10-year Treasury yields (4.22%), and the US Dollar Index ($DXY) hitting a 6-month high.Tech & Options Flow: Ov...Bulls, Bears and the Bell | Jobless Claims Uptick Fuels Yield Pullback & Major Rotation Out of Tech (Oct 22, 2026)
In tonight’s post-market wrap-up of Bulls, Bears and the Bell, Senior Market Editor Joe and Tactical Strategist Jane sift through the rallies and wreckage of a busy Thursday session (October 22, 2026).
As Q3 earnings season hits full stride, cautious guidance from tech heavyweights like Microsoft (MSFT) and Amazon (AMZN) sparked a notable institutional rotation out of high-multiple tech into value and industrials.Meanwhile, this morning’s Jobless Claims print hit 235,000, sending the 10-Year Treasury Yield pulling back to 4.1%. We discuss why traders interpreted this data through a "bad news is good news" lens, driving heavy call options conc...
Bulls, Bears and the Bell | Ep. 142: SpaceX Profit Defies 5.26% Yield Spike, Meta CapEx Shock & Pre-Market Strategy
Good morning traders!
Welcome to the Thursday, October 22, 2026 pre-market edition of Bulls, Bears and the Bell.
U.S. equity futures are under pressure this morning as surging Treasury yields and sticky inflation data push growth stocks into "The Q3 Earnings Gauntlet". S&P 500 E-Mini futures are trading down 0.40% while Nasdaq 100 futures decline 0.62% as the 10-Year Treasury Yield spikes +5 bps to 5.26% following a hotter September CPI print.In today's broadcast, Senior Market Editor Joe and Tactical Analyst Jane analyze overnight market movements, key institutional dark pool flows, and tactical trading setups ahead of the opening bell:<...
Bulls, Bears and the Bell | Late-Day NVDA Surge, S&P Closes at 5,810 & AMZN Cloud Watch
The closing bell has sounded on Broad and Wall!
Join Joe (The Analyst) and Jane (The Strategist) for a fast-paced PM Post-Market wrap-up of the Wednesday, October 21, 2026 trading session.In the thick of Q3 earnings season, investors juggled fresh manufacturing data against rising Treasury yields.
Despite early volatility, a 3:45 PM surge of liquidity reshaped the tape, showing where big money is positioning before tomorrow’s key economic data and retail prints.Key Topics & Market Movers:
Macro & Index Recap: The S&P 500 slipped 0.2% to close at 5,810, while the 10-year Treasury yield ticked up to 4.3%, adding pr...Bulls, Bears and the Bell: AI Momentum vs. Yield Spikes — Pre-Market Strategy (Oct 21, 2026)
Join Senior Market Editor Joe and Tactical Strategist Jane on Bulls, Bears and the Bell for a high-stakes pre-market breakdown as Wall Street prepares for the opening bell on Wednesday, October 21, 2026.
With Q3 earnings season in full swing and S&P 500 futures under pressure from rising bond yields, we dive deep into the macro pressures and technical setups driving today’s market action.
In this episode, we cover:
Macro & Bond Market Pressures: The 10-year Tr...
Bulls, Bears and the Bell | AI IPO Collapse Triggers Rotation: Tech Fatigue, Healthcare Surge & Tesla’s $210 Test (Oct 20, 2026)
Post-Market Wrap – Tuesday, October 20, 2026The closing bells have settled, and the post-market numbers are in! In today's episode of Bulls, Bears and the Bell, senior market editor Joe and tactical strategist Jane break down a bifurcated session on Wall Street as a global AI market shake-up sparks a high-volume rotation across sectors.South Korean AI firm Elice plunged 32% following a disastrous public debut, sending shockwaves through global tech supply chains and reigniting "AI fatigue" concerns. While high-multiple chipmakers faced profit-taking, capital aggressively rotated into traditional value, small-cap stocks, and healthcare leaders.In this post-market deep dive, we cover:
Ma...AI Debt Volatility, 10-Year Yield at 4.38% & NVDA Options Surge
Good morning, traders. Welcome back to Bulls, Bears and the Bell, your daily pre-market research brief bringing you the essential tape read before the opening bell on Tuesday, October 20, 2026.
In today’s episode, hosts Joe (The Analyst) and Jane (The Strategist) break down a choppy pre-market session as markets digest ongoing volatility from an AI debt-fueled semiconductor selloff and rising Treasury yields. With high-tech earnings looming and key macro data dropping, here is everything you need to position your portfolio for today's session.
Dark Pools Defend Apple Amid Market Rotation | Midterm Volatility & Big Tech Earnings Prep
Welcome back to the desks for the Monday, October 19, 2026 pre-market update of Bulls, Bears and the Bell! With S&P 500 futures sitting at 5,800 and the 2026 Midterm Elections just 15 days away, institutional hedging is pushing the VIX toward 22 as Wall Street prepares for a heavy earnings week.
Join Senior Market Editor Joe and tactical analyst Jane as they break down the macro climate, option flows, and tactical setups before the opening bell.
Key Topics Covered in Today's Session:
Bulls, Bears and the Bell | Q3 Earnings Volatility, $4B Dark Pool Block Print & NVDA Gamma Trap
Welcome behind the velvet rope at the Bulls, Bears and the Bell VIP Desk.
In this exclusive Weekend VIP Playbook edition, Joe and Jane bypass the retail noise and dive straight into the tape to analyze Sunday night Globex opening friction, critical Greek adjustments, and massive institutional order flow ahead of a relentless 5-day market sprint.
📌 In This Episode:
The Macro Backdrop & Liquidity Gaps: Analyzing the S&P 500 resistance at 5,850, the 10-year Treasury yield holding near 4.5%, and the $4 Billion SPY dark pool block print detected late Friday.Tactical Volatility & Gamma Walls: Ide...Smart Money Is Abandoning AI Stocks: The Great Tech Rotation
In this PM Post-Market VIP edition of Bulls, Bears and the Bell, Senior Market Strategist Joe and Tactical Options Lead Jane break down the massive structural shift taking place across Wall Street as the semiconductor selloff extends into an unprecedented eighth consecutive losing session. Smart money is aggressively trimming high-duration AI growth names and rotating into immediate cash-flow physical assets.
In this episode, we cover:
The Mega-Cap Tech Exodus: Why rising hyperscaler CAPEX concerns and 10-Year Treasury yields near 4.3% are driving sharp pullbacks...
The $2.1B Dark Pool Print & October Op-Ex Gamma Flip | Bulls, Bears and the Bell
Join Joe and Jane on the Bulls, Bears and the Bell VIP Desk for an exclusive pre-market strategy breakdown for Friday, October 16, 2026.
With October Monthly Options Expiration (Op-Ex) setting the stage for heavy dealer gamma rebalancing and late-day volatility, we unpack the critical levels, dark pool flows, and tactical trade setups you need to navigate today's tape.
What we cover in today’s episode:
Macro Desk Overview: S&P 500 consolidating near all-time hi...
Bulls, Bears & The Bell VIP: Big Tech Dark Pools & The 5,800 Gamma Wal
Join Joe and Jane on the Bulls, Bears and the Bell VIP Desk for a post-market breakdown of institutional positioning, dark pool accumulation, and critical options chain dynamics following the post-Columbus Day settlement lag.
In this exclusive VIP briefing, we move past "soft landing" commentary to unpack the emerging "liquidity vacuum" and analyze where smart money is positioning ahead of heavy Q3 earnings.
Key Topics Covered in This Episode:
The 5,800 S&P 500 Gamma Wall: Why the $5,800 strike is...
Bulls, Bears & The Bell | Whales Secretly Buy Crash Insurance: NVDA Gamma Flip & Dark Pool Levels
As the 10-year Treasury yield tests key resistance at 4.25%–4.30%, institutional "whales" are quietly positioning for massive volatility. In today’s pre-market briefing, Joe and Jane unpack overnight dark pool prints, options skew, and tactical setups across top tech tickers before the New York opening bell.
Key Topics Covered in This Episode:
Macro & Dark Pools: Heavy S&P 500 dark pool volume around 5,850 (SPY 581 floor) and how volatility crush on short-dated contracts is lowering the "cost of insurance."
Hot CPI Report Shatters Wall Street | Q3 Bank Earnings & NVDA Options Flow
Mid-October volatility is officially here. In today’s post-market debrief, Joe (Senior Market Editor) and Jane (Lead Strategist) break down Wall Street's reaction to a hotter-than-expected Consumer Price Index (CPI) print of 3.4% YoY (vs. 3.2% expected) and a rapid spike in the 10-Year Treasury yield to 4.52%.
Despite an initial sell-off, institutional buyers stepped in at the 4,800 level on the S&P 500. In this episode, we cover:
The Inflation Hangover: Why small caps (IWM) took the early br...
Bulls, Bears and the Bell | Dark Pool Pressure: PPI Inflation Heat, Bank Earnings & Tech Rotation
Good morning, traders! It’s Wednesday, October 14, 2026, and full liquidity is back following the holiday weekend as we step right into the mid-October "Earnings Gauntlet." With wholesale inflation numbers crossing the wire at 8:30 AM ET and major bank prints on deck, pre-market volatility is coiled like a spring.
In this episode, Joe (The Analyst) and Jane (The Strategist) cover everything you need to know before the opening bell:
8:30 AM PPI Expectations: Consensus calls for a 0.2% rise. Joe breaks down wh...
Bulls, Bears and the Bell: Yield Spikes, Bank Profits & The Tech Rotation
Welcome back to Bulls, Bears and the Bell! With the bond market reopening after the holiday weekend, full liquidity returned with a bang—driving an immediate 10-basis-point jump in the 10-year Treasury yield and kicking off aggressive sector shuffling across the tape.
Join Senior Market Editor Joe and Trading Desk Strategist Jane as they break down today's tactical moves and what they mean as Q3 earnings heat up:
Macro Breakdown & Yield Jump: How a sudden spike in 10-year Treasury yields weighed on...
Bulls, Bears and the Bell | Dark Pool Whales Defend SPY & The Treasury Reopening Catch-Up
Welcome to the Bulls, Bears and the Bell: AM Pre-Market VIP Desk, hosted by Joe and Jane.
Following the bank holiday, full market liquidity returns today with the reopening of the cash bond market. On this exclusive edition, Joe and Jane break down post-holiday "Tuesday Turnaround" dynamics, key options volatility surface shifts, and the massive off-exchange dark pool prints signaling institutional positioning ahead of Friday's bank earnings12.
In this episode, we cover:
The Treasury Catch-Up: How...
Bulls, Bears, and the Bell: Trading Stocks On A Bond Holiday
Good morning and welcome to Bulls, Bears and the Bell. In this pre-market briefing for Monday, October 12, 2026, hosts Joe and Jane break down a unique trading session: while the NYSE and NASDAQ are open for business, the U.S. Bond Market is closed for Columbus Day / Indigenous Peoples' Day.
Without moving Treasury yields to guide macro direction, low-volume volatility and technical levels take center stage. Here is what we cover in today’s session:
Macro Outlook: Flying "bl...
Bulls, Bears and the Bell | AI Momentum Battles $100 Oil: Friday Pre-Market VIP Strategy
The U.S. equity complex enters Friday's session hovering near all-time record highs, set against an institutional tug-of-war between AI-led productivity and energy-driven inflation. With Brent crude holding above the $100/bbl threshold amid Middle East geopolitical tensions and Hormuz transit threats, today’s trading requires strict risk management ahead of a low-liquidity holiday weekend.
In this exclusive VIP briefing, hosts Joe and Jane break down S&P 500 options gamma levels, institutional dark pool accumulation, currency market volatility, and crucial economic releases hitting the tape before the op...
Bulls, Bears and the Bell | Tech Stocks Ignore $111 Oil (Oct 8, 2026)
Join Senior Market Editor Joe and Strategist Jane for your pre-market research brief ahead of the New York opening bell on Thursday, October 8, 2026. With just one week before the Q3 earnings cycle kicks off, markets are grappling with sticky interest rates and a tightening macro overhang.
In this episode, Joe and Jane break down the three key catalysts driving the tape before the bell:
Macro Pressure: S&P 500 futures dropping 22 points as the 10-year Treasury yield creeps back toward the 4.5% handle...
Bulls, Bears and the Bell | AI Data Centers, Hawkish Fed Minutes & Post-Market Brief (Oct 7, 2026)
In today’s post-market report for Wednesday, October 7, 2026, the record-setting 2026 rally hit a wall of resistance as hawkish FOMC minutes signaled a "higher for longer" rate stance1. The broad-market S&P 500 dropped 0.32% to close at 7,793.85, while the Nasdaq fell 0.45% to 27,475.93, the Dow declined 0.73% to 51,145.98, and the Russell 2000 plunged 1.32% to 2,792.802. With the 10-Year Treasury yield remaining elevated near 5.35%, surging borrowing costs continue to put pressure on small caps and cyclicals while large-cap tech and AI infrastructure stocks attempt to hold up the tape13.
...
Bulls, Bears and the Bell: Yield Surge, NVDA Chip Momentum & Small-Cap Rotation (Oct 7, 2026)
Good morning and welcome to the Bulls, Bears and the Bell pre-market brief for Wednesday, October 7, 2026.
Following a volatile session, pre-market futures are setting up for an eventful opening bell. Join hosts Joe ("The Analyst") and Jane ("The Strategist") as they break down today's macro headwinds, sector rotations, and key ticker setups before trading begins.
In this episode, we cover:
Macro Pressure & Treasury Yields: How the 10-Year Treasury yield is impacting high-growth...
Bulls, Bears and the Bell: AI Power Rally — Google’s Nuclear Deal Sparks Record Highs
Wall Street shattered records on Tuesday, October 6, 2026, as the S&P 500 surged to 7,836.81 (+0.81%) and the Nasdaq Composite reached 27,718.00 (+0.88%)12. The primary driver behind today's historic market session was a landmark 20-year nuclear energy deal between Google ($GOOG) and Constellation Energy ($CEG), signaling a major evolution in the AI trade from hardware chips to energy infrastructure13.
In this episode, we cover:
Nuclear Energy & Utilities Surge: Constellation Energy ($CEG) jumped +14.84%, pulling peers like ...
$18 Billion Dark Pool Inflow Hits SPY | NVDA Blackwell Chip Surge & Pre-Market Setup (Oct 6, 2026)
Welcome to Bulls, Bears and the Bell for Tuesday, October 6, 2026. In this episode, hosts Joe (The Analyst) and Jane (The Strategist) break down the critical pre-market signals, institutional money flows, and macroeconomic trends before the opening bell.
Massive institutional positioning is surfacing behind the scenes, highlighted by $18.64 billion in dark pool inflows into SPY over the last 24 hours—a 164% surge above the 30-day average. Total dark pool spending in the technology sector has now reached $51.06 billion in the current cycle. Me...
Bulls, Bears and the Bell | Q4 Kickoff: NVDA Call Surge & The Value Rotation
Welcome to the Bulls, Bears and the Bell pre-market update for Monday, October 5, 2026!
Join Joe and Jane as they kick off the first trading day of the fourth quarter with an in-depth breakdown of early morning market dynamics, option flows, and key macro shifts.
In this episode:
Q4 Macro Setup & Yield Pressures: The S&P 500 hovers above 5,700 as the 10-Year Treasury Yield jumps to 4.25%. We examine how sliding bond prices (TLT) are putting high-multiple...
Bulls, Bears and the Bell: Jobs Report Triggers Small Cap Rotation (Weekend Edition – Oct 4, 2026)
Welcome to a special Sunday morning edition of the Bulls, Bears and the Bell podcast. Join hosts Joe ("The Macro") and Jane ("The Tactical") as they analyze the fallout from Friday's employment data and prepare you for the Monday, October 5th opening bell
Bond Yields Threaten Record Nasdaq Rally: Post-Market Breakdown (Oct 2, 2026)
In this episode, Joe and Jane unpack the September Non-Farm Payrolls report. Is it a "Goldilocks" scenario that keeps the Federal Reserve on hold
? Plus, discover why a slide in 10-year Treasury yields sparked a rally in small-cap stocks (IWM) while heavyweight tech leaders like NVDA and MSFT paused for air.
Disclaimer:
The content provided in this episode of "Bulls, Bears and the Bell" is for educational, informational, and entertainment purposes only and does not constitute financial, investment, tax, or legal advice. The views and opinions expressed...
Bulls, Bears and the Bell: Jobs Report Special — NFP Volatility, Treasury Yields & Mega-Cap
It’s Friday, October 2, 2026, and all eyes on Wall Street are fixed on the September Non-Farm Payrolls (NFP) report dropping at 8:30 AM ET. Join Joe (The Analyst) and Jane (The Strategist) as they deliver essential pre-market intelligence before the opening bell.
In this episode:
Macro Framework & Fed Policy: Analysis of consensus expectations (210K jobs added, 4.1% unemployment rate), the 10-year Treasury yield sitting at 4.25%, and what wage growth signals for th...
Bulls, Bears and the Bell: Q4 Kickoff — Yield Pressure, Small-Cap Bets & Pre-Jobs Report Positioning
In this episode of Bulls, Bears and the Bell, hosts Joe (The Analyst) and Jane (The Strategist) break down a dynamic opening session for Q4 as the 10-year Treasury yield hovers near critical levels
and the ISM Manufacturing PMI comes in at 50.8
Key Topics Covered in This Episode:
Macro & Yield Dynamics: Joe breaks down the 10-year Treasury yield hovering around 4.2%
and what the 50.8 ISM Manufacturing beat signals for institutional rebalancing and the "higher for longer" narrative
.
Small-Cap Rotation & Tech Call Flow: Jane analyzes the...
Bulls, Bears and the Bell: AI Stocks Defy 24-Year High Bond Yields | Q3 Finale & October Outlook
The books are officially closed on Q3 2026! Join co-hosts Joe and Jane for the post-market edition of Bulls, Bears and the Bell as they break down a furious scramble in the final minutes of trading on Wednesday, September 30, 20261.
In this Q3 finale episode, we analyze how major tech names and AI infrastructure stocks continue to hold ground even as 10-year Treasury yields sit near 24-year highs23. Plus, we dive into late-session institutional window dressing, key sector rotations between NVIDIA ($NVDA) and Apple ($AAPL), and what investors need to...
Bulls, Bears and the Bell | Anthropic’s $2T IPO Speculation & The Q3 Rebalance Sprint
Welcome back to Bulls, Bears and the Bell, your daily pre-market financial intelligence briefing1. Today marks the final trading day of the third quarter, and institutional money is shifting rapidly ahead of the opening bell1.
Join analyst Joe and strategist Jane as they break down quarter-end "window dressing," aggressive sector rotations, and the key catalysts driving pre-market volume:
The AI Headline: Speculation surrounding a landmark $2 Trillion Anthropic IPO valuation sends ripples through AI supply chain proxies23.
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