Bulls Charge Amphenol

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Bulls Charge Amphenol

September’s first full week is already shaping up to be a heavyweight bout.

Friday’s soft jobs report slammed home just how much the labor market is cooling, and the Fed futures market isn’t flinching - odds of a September cut are now locked at 100%.

Yields slid, stocks stumbled, and suddenly Powell’s “wait-and-see” stance doesn’t look so steady.

The spotlight this week?

Thursday’s inflation print. Economists expect a 0.3% rise in both headline and core CPI - an uptick that reminds us the Fed hasn’t exactly nailed its 2% target.

Sticky services inflation, rising goods prices, and tariffs aren’t making Powell’s life any easier.

Earnings will be lighter, with Oracle, Adobe, and Kroger carrying the load after a week where Dollar Tree showed trading-down trends, Lululemon signaled fading athleisure, and American Eagle proved advertising still moves the needle. 

Outside CPI, mortgage rates and consumer sentiment will add color to how Main Street is handling Wall Street’s drama.

In all, jobs are weak, inflation’s sticky, and the Fed’s cornered.

This week could set the tone for September.

💻 Broadcom Pops 4%
Earnings crushed, AI orders stacked—$10B in custom chips just rewired the bull case.

✂️ Traders Smell a Cut
August payrolls limp in at 75k, unemployment ticks up, and traders bet Powell’s about to ease the throttle.

🚘 Car-Mart Crashes 22%
Sales slipped, delinquencies climbed, and Q1 losses widened—traders bailed fast on the used-car dealer.

📡 Amphenol Powers Higher
Q2 beat, demand booming in comms gear, and APH keeps flexing above its moving averages.

📊 Dollar Waits on Jobs
Labor market signals are soft, but no one’s betting big until NFP hits.

⚠️ Dalio Flags Stagflation Risk
The billionaire says a September cut could sink the dollar, steepen yields, and smack stocks despite easing.

Bitcoin Tests ‘Critical Zone’
High-volume support holds at $110K for now, but pressure builds—reversal hopes fade unless $114K is reclaimed.

No stock recommendations today. 📉

Markets are still digesting moves from last week, and conditions aren’t giving us a clean entry right now.

Patience is part of the game.

We wait for structure to align and then strike with confidence. ✅

I’ll keep watching and update you as soon as the right opportunities show up.

Scam? Or Just Skills You Haven’t Learned Yet?

Every trader has rolled their eyes at some “I turned $500 into $50k” story. And you’re right to be cautious. 

Scams exist, and the market is full of hype merchants selling smoke.

Please know that real success stories do exist, they just don’t come from magic.

They come from skills, discipline, and systems that anyone can learn.

Dismissing every story as fake can actually block you from learning strategies that are proven, repeatable, and achievable. 

The market doesn’t reward skepticism alone - it rewards preparation.

That’s where trading newsletters come in.

They strip away the noise and show you what actually works.

No “get rich quick,” just clear, actionable insights that turn trading from a guessing game into a skill-building journey.

Do you want to gain these skills that we spoke about?
Here are resources that can help you develop them. Get in!

Klinger Oscillator

The Klinger Oscillator is a volume-based indicator that measures the relationship between volume and price.

It was created by Stephen Klinger to identify the long-term trend of money flow while also detecting short-term fluctuations.

It is a powerful tool for spotting potential trend reversals by comparing a security's volume to its price movement.

What to Look For

  • Zero Line: The Klinger Oscillator is an oscillator that fluctuates above and below a zero line.
    • Above Zero: Indicates that buying pressure (or money flow) is positive, suggesting bullish momentum.
    • Below Zero: Indicates that selling pressure (or money flow) is negative, suggesting bearish momentum.

  • Signal Line Crossovers: The oscillator typically has a second, smoothed line (a 13-period EMA) called the signal line.
    • A bullish signal occurs when the Klinger Oscillator crosses above its signal line.
    • A bearish signal occurs when the Klinger Oscillator crosses below its signal line.

  • Divergence: This is a key signal.
    • Bullish Divergence: If the price makes lower lows, but the Klinger Oscillator makes higher lows, it suggests that the selling pressure is weakening and a bullish reversal may be near.
    • Bearish Divergence: If the price makes higher highs, but the Klinger Oscillator makes lower highs, it suggests that the buying pressure is weakening and a bearish reversal may be near.

  • Lag: As the Klinger Oscillator uses moving averages, it is a lagging indicator. It is best used in combination with other forms of analysis to confirm signals.

The biggest lie traders tell themselves is that success comes from “finding the next best strategy.”

Once you’ve tested enough setups, you’ll realize the hard truth: the edge is rarely the problem.

The real challenge is showing up every single day and sticking to the plan you already know works.

This is where most people fall apart.

They tweak, they overthink, they get bored. They start hunting for magic when the magic was already in their hands.

The routine is simple, but it’s far from easy:

Wake up. Open your charts.

Watch the cycle unfold. Wait until your setup finally comes.

Then - without hesitation - you strike.

Day after day, it’s the same rhythm.

And that’s exactly why it’s powerful. It’s not glamorous.

There’s no rush of constant action. But consistency comes from discipline, not from randomness.

If you’ve been struggling this month, I want you to make this your daily affirmation going into next week:

  • I will show up.
  • I will wait for my setup.
  • I will stay disciplined when it’s not there.
  • I will execute without fear when it arrives.

Trading is a routine, not a lottery ticket.

Once you understand that, the daily grind starts to feel less like a burden and more like your edge sharpening itself.

So, ask yourself - are you willing to show up for the boring parts?

Because that’s where the real profits live.