Volatility is not done. But corrections end. And that could come spooner then you realize…
When this one does, the move back into growth will be fast. The traders who are positioned before that turn will not need to chase it after.
Gianni Di Poce just revealed the proprietary indicator he uses to time that exact moment — the signal that marks the bottom, the Nasdaq target he is watching, and a step-by-step positioning strategy you can act on the same week.
The response was so strong TheoTRADE is running one final encore tomorrow at 2PM ET.
This is the last time he is walking through the full system. There will not be another session after this.
Sunday night futures opened down big and retested the late November lows. Gianni just flagged that move as a false breakdown, and the implications are massive.
The dip got bought. The S&P 500 is up around half a percent on the day, and the NASDAQ bounced hard off support after briefly taking out its early February low.
But the real story is underneath the surface.
Last week, defensive sectors sold off harder than growth. Consumer staples, healthcare, and utilities all dropped more than technology, consumer discretionary, and communication services.
Gianni says that pattern is the textbook signal of a market trying to carve out a bottom. Sellers in growth names are exhausted, and capital is rotating back toward offense.
Technology is now the top performing sector this week. If it holds that position through Friday, Gianni expects a squeeze that will leave most traders scrambling to catch up.
Here is what Gianni is watching in tonight’s video:
Broadcom beat earnings expectations last week, announced a $10 billion buyback, and confirmed the AI trade is still alive. The stock gapped up and closed near its weekly highs while almost nobody talked about it.
NVIDIA has traded in a 50 point range for eight months, correcting through time instead of price. It just took out last week’s high and is sitting at the highs of the day.
The Mag 10 names are showing broad strength. Meta looks excellent, Tesla looks strong, and AMD is seeing a solid bid. The only weak link is Microsoft, which may have just formed a lower high.
Crude oil saw a 30% plus correction from yesterday’s high to today’s low. Gianni calls the move historic by every measure and expects prices to settle in the 70 to 75 zone.
Gold looks ready for another leg higher. Gianni is coming around to the idea that gold could rally to 6,000 to 6,200.
The Sunday night flush reminds Gianni of election night 2016. The initial crash gave way to a parabolic move higher that lasted months. He sees the same setup forming right now.
The VIX is still in backwardation, meaning near term volatility is priced higher than volatility a few months out. Gianni says it is too late to panic and that betting on more downside from here is not the wise trade.
This is the perfect time to make sure you’re up to speed on your trading know-how. So I want to ensure you’ve read our free Rebel’s Guide to Trading Options – it covers all the basics of trading options. Like everything we do, the course is in plain English. It’s specially geared toward beginners but all traders will get something out of it. Yours absolutely free, of course – right here…
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Warm regards,
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Disclaimer: Neither TheoTrade or any of its officers, directors, employees, other personnel, representatives, agents or independent contractors is, in such capacities, a licensed financial adviser, registered investment adviser, registered broker-dealer or FINRA|SIPC|NFA-member firm. TheoTrade does not provide investment or financial advice or make investment recommendations. TheoTrade is not in the business of transacting trades, nor does TheoTrade agree to direct your brokerage accounts or give trading advice tailored to your particular situation. Nothing contained in our content constitutes a solicitation, recommendation, promotion, or endorsement of any particular security, other investment product, transaction or investment. Trading Futures, Options on Futures, and retail off-exchange foreign currency transactions involves substantial risk of loss and is not suitable for all investors. You should carefully consider whether trading is suitable for you in light of your circumstances, knowledge, and financial resources. You may lose all or more of your initial investment. Opinions, market data, and recommendations are subject to change at any time. Past Performance is not necessarily indicative of future results.
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I’m Amber Martin, the head of the Member Care team.
What an incredible presentation by Chris Graebe.
This new pre-IPO company he’s found looks to be the biggest winner to date …
It’s a rare opportunity to purchase coveted “Alpha Round” shares … which historically have produced more than 4,000 times greater gains than investing after a company goes public.
But I also wanted to make my team available to you to answer any questions you might have.
You can call us now at 855-278-9191.
It’s been incredibly busy ever since The Weiss Private Investment Summit went live.
The phones have been ringing non-stop.
After all, it’s not every day that you have the chance to buy shares in a private company that’s unlocking a precious metals fortune worth $60 BILLION per year …
Before most angel investors or venture firms … before investment banks … and before their planned listing on the New York Stock Exchange.
The opportunity to turn $1,000 into $5.5 million … or $10,000 into more than $55,000,000 … is only possible for those who get into the very best companies while they are still private.
It shows the true power of getting into a carefully screened Alpha Round deal.
But this is something new.
And you probably have questions.
So please call my team to ask anything about the new membership.
We are standing by at 855-278-9191.
I should also remind you that opportunities like this are, under the law, strictly limited.
Previous deals Chris shared with Weiss Members reached their legal investment limit in as little as one business day.
After the limit is reached, it’s no longer possible to buy shares.
Today’s alert has so far not provided you with sustainable upside despite initially rallying +7% earlier today.
We have a brand-new NASDAQ alert coming tomorrow morning, Wednesday at 9:30 AM ET.
Tomorrow’s new alert is an under-the-radar gem that is positioned in a very active industry.
This is a higher-volatility setup with a history of making sizable moves.
In addition, the company has announced multiple accomplishments recently.
Combined with its high-growth profile, this setup stands out as one we believe is worth watching closely.
Based on the technical chart structure, we believe this alert has strong potential to deliver meaningful upside.
We’re excited to bring this opportunity to your attention and share the full details.
Be ready for the alert tomorrow morning, Wednesday at 9:30 AM ET.
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Round 3 is a wrap. And this one was a doozy. Four quarterfinal collections are eliminated and 50% off through March 31.Round 4 voting (for up to 55% off) is live now!
He told the world his company is no longer sure whether Claude — their flagship AI — is conscious.
Think about that for a second. The people who BUILT the machine aren’t sure if it’s alive.
Now imagine what’s already running loose inside the stock market.
Wall Street didn’t wait for a philosophical debate. They didn’t wait for regulators. They didn’t wait for anyone’s permission.
They unleashed AI across the markets years ago — and it’s been quietly hijacking stocks, funneling billions into the pockets of the biggest firms on the planet, every single trading day.
Up to 90% of all trades are now placed by algorithms.
Not people. Machines. And most traders are completely blind to it.
Professor Jeff Bierman isn’t.
In fact, he’s the reason those algorithms exist.
He helped build the foundational technology — what he calls The Genesis Cog — that powers virtually every major Wall Street algo running today.
Now he’s doing something Wall Street never expected.
He’s teaching regular traders how to spot these AI-powered hijacks as they happen… and potentially ride them for consistent profits.
Helping You Become a Better Trader…it’s What We Do. Experience TheoTrade® Today!
Whether you are a beginning, intermediate, or active trader, you will find a treasure chest of valuable trading education resources, both free and paid, that will help take your trading to the next level. We are committed to helping you become the best trader you can be.
Disclaimer: Neither TheoTrade.com or any of its officers, directors, employees, other personnel, representatives, agents or independent contractors is, in such capacities, a licensed financial adviser, registered investment adviser, registered broker-dealer or FINRA |SIPC |NFA-member firm. TheoTrade does not provide investment or financial advice or make investment recommendations. TheoTrade is not in the business of transacting trades, nor does TheoTrade agree to direct your brokerage accounts or give trading advice tailored to your particular situation. Nothing contained in our content constitutes a solicitation, recommendation, promotion, or endorsement of any particular security, other investment product, transaction or investment.Trading Futures, Options on Futures, and retail off-exchange foreign currency transactions involves substantial risk of loss and is not suitable for all investors. You should carefully consider whether trading is suitable for you in light of your circumstances, knowledge, and financial resources. You may lose all or more of your initial investment. Opinions, market data, and recommendations are subject to change at any time. Past Performance is not necessarily indicative of future results.
TheoTrade
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Volatility is not done. But corrections end. And that could come spooner then you realize…
When this one does, the move back into growth will be fast. The traders who are positioned before that turn will not need to chase it after.
Gianni Di Poce just revealed the proprietary indicator he uses to time that exact moment — the signal that marks the bottom, the Nasdaq target he is watching, and a step-by-step positioning strategy you can act on the same week.
The response was so strong TheoTRADE is running one final encore tomorrow at 2PM ET.
This is the last time he is walking through the full system. There will not be another session after this.
Sunday night futures opened down big and retested the late November lows. Gianni just flagged that move as a false breakdown, and the implications are massive.
The dip got bought. The S&P 500 is up around half a percent on the day, and the NASDAQ bounced hard off support after briefly taking out its early February low.
But the real story is underneath the surface.
Last week, defensive sectors sold off harder than growth. Consumer staples, healthcare, and utilities all dropped more than technology, consumer discretionary, and communication services.
Gianni says that pattern is the textbook signal of a market trying to carve out a bottom. Sellers in growth names are exhausted, and capital is rotating back toward offense.
Technology is now the top performing sector this week. If it holds that position through Friday, Gianni expects a squeeze that will leave most traders scrambling to catch up.
Here is what Gianni is watching in tonight’s video:
Broadcom beat earnings expectations last week, announced a $10 billion buyback, and confirmed the AI trade is still alive. The stock gapped up and closed near its weekly highs while almost nobody talked about it.
NVIDIA has traded in a 50 point range for eight months, correcting through time instead of price. It just took out last week’s high and is sitting at the highs of the day.
The Mag 10 names are showing broad strength. Meta looks excellent, Tesla looks strong, and AMD is seeing a solid bid. The only weak link is Microsoft, which may have just formed a lower high.
Crude oil saw a 30% plus correction from yesterday’s high to today’s low. Gianni calls the move historic by every measure and expects prices to settle in the 70 to 75 zone.
Gold looks ready for another leg higher. Gianni is coming around to the idea that gold could rally to 6,000 to 6,200.
The Sunday night flush reminds Gianni of election night 2016. The initial crash gave way to a parabolic move higher that lasted months. He sees the same setup forming right now.
The VIX is still in backwardation, meaning near term volatility is priced higher than volatility a few months out. Gianni says it is too late to panic and that betting on more downside from here is not the wise trade.
This is the perfect time to make sure you’re up to speed on your trading know-how. So I want to ensure you’ve read our free Rebel’s Guide to Trading Options – it covers all the basics of trading options. Like everything we do, the course is in plain English. It’s specially geared toward beginners but all traders will get something out of it. Yours absolutely free, of course – right here…
1. To open an account with tastytrade and enjoy an additional 6 months of TheoTRADE membership, start by clicking the button below..
2. Follow the directions on that page to open a new account.
3. Fund the account with a minimum of $2,000 in the next 30 days and keep open for at least 6 months.
4. IMPORTANT: After the new account is open AND funded email support@theotrade.com so we can verify your new account. Please note it may take us up to one week to verify your account from the time you email us.
5. TheoTrade will then provide you membership access for 6 months!
NEED HELP? LOOKING FOR MORE ADVANCED TRAINING? CALL OUR VIP CONCIERGE TEAM: (623) 244-5657
Warm regards,
Don Kaufman
Disclaimer: Neither TheoTrade or any of its officers, directors, employees, other personnel, representatives, agents or independent contractors is, in such capacities, a licensed financial adviser, registered investment adviser, registered broker-dealer or FINRA|SIPC|NFA-member firm. TheoTrade does not provide investment or financial advice or make investment recommendations. TheoTrade is not in the business of transacting trades, nor does TheoTrade agree to direct your brokerage accounts or give trading advice tailored to your particular situation. Nothing contained in our content constitutes a solicitation, recommendation, promotion, or endorsement of any particular security, other investment product, transaction or investment. Trading Futures, Options on Futures, and retail off-exchange foreign currency transactions involves substantial risk of loss and is not suitable for all investors. You should carefully consider whether trading is suitable for you in light of your circumstances, knowledge, and financial resources. You may lose all or more of your initial investment. Opinions, market data, and recommendations are subject to change at any time. Past Performance is not necessarily indicative of future results.
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Essay: Plucking Out Reports Of Financial Irregularities
Oil production plummets
“Help with mortgage” cries for help
Debt service over bullets
Chart Of The Day… Amrize
Today’s Mailbag
Only Those With Keen Eyes Notice Public Reports Of Financial Irregularities
Editor’s note: Today, Porter turns the Journal over to Marty Fridson, lead analyst for Porter & Co.’s Distressed Investing. Marty has seen it all – from the legendary bond-trading floor of Salomon Brothers to working with the high-yield research teams at leading Wall Street investment banks. For nine consecutive years he was ranked No. 1 in high-yield strategy in the Institutional Investor All America Research Survey. He’s also written eight books, the most recent of which is The Little Book Of Picking Top Stocks… and Marty is such a legend that there is a recently published book about corporate finance that devotes an entire chapter to him. We excerpted last year in the Daily Journal.
Today, Marty reflects on the fact that so much financial chicanery – which the mainstream press tags as a hidden secret when they eventually discover it – has often been fully revealed in financial disclosures that few bother even to look at.
Here’s Marty…
Details of many financial scandals are often hiding in plain sight.
On February 9, shareholders of IT services provider Kyndryl (KD) – a spin-off of the century-old computer-services giant IBM – received a rude shock: a one-day 55% price drop. A tidal wave of disturbing company announcements prompted the selloff:
Revenue and profits fell short of analyst expectations
Forward guidance was cut
The report for the quarter that ended December 31, 2025, would not be filed on schedule
Kyndryl’s CFO and general counsel resigned
The board’s audit committee was examining the company’s cash management practices, related disclosures (including how adjusted free cash flow is presented), and the effectiveness of internal controls over financial reporting
The Securities And Exchange Commission (“SEC”) made a document request to the company
The plunge in Kyndryl’s share price was accompanied by another standard response to those disclosures: Several law firms announced that they were investigating Kyndryl for possible violations of federal securities laws and urged shareholders who lost money in the stock to join the effort by providing information.
Kyndryl’s investor calamity had something else in common with other price collapses triggered by hints of possible financial reporting irregularities: The shock should not have been a shock at all.
More than 10 months earlier, on March 27, 2025, Gotham City Research published analysis claiming to identify improper accounting and disclosure involving Kyndryl’s payments to its former parent IBM (IBM). Gotham City, a money manager noted for its high-profile short sales, pointed out several troubling items in the company’s public financial statements. Among them:
In the 2024 SEC Form 10K, Kyndryl’s auditor cited a material reporting weakness related to revenue recognition
Kyndryl reported that its Total Signings – the aggregate, estimated value of customer contract commitments obtained – grew 21% over the past few years, yet total revenue declined
Accounting measures such as accounts receivable days sales outstanding and capitalized costs were far out of line with peer companies
These were red flags hiding in plain sight, accessible to any investor willing to dig a little deeper than most. Nevertheless, three months after Gotham City’s report came out – with all the allegations of financial chicanery – shares of Kyndryl reached a new all-time high, at around $42.63.
Kyndryl’s management responded to Gotham City’s report with the customary tone of outrage employed in such cases:
Kyndryl rejects in the strongest possible terms the conclusion reached within the report, which was clearly designed to manipulate the company’s stock for the short seller’s benefit.
With that phrasing, Kyndryl’s management was effectively accusing Gotham City Research of a felony punishable by up to 20 years in prison.
The company’s protesting of its injured innocence continued,
Had we been afforded the opportunity to speak to this firm, we would have pointed out the many inaccuracies and falsehoods contained in this so-called analysis.
That statement is hard to reconcile with Gotham Research’s own:
We attempted to contact the company. KD refused to respond to our request to discuss our questions.
Shareholders’ unfortunate experience with Kyndryl is not out of the ordinary. Ever since publishing the first edition of my book, Financial Statement Analysis: A Practitioner’s Guide (co-authored in later editions by Fernando Alvarez), I’ve documented numerous instances of this pattern. A company’s stock price craters in reaction to revelations of suspected or actual financial reporting violations, yet it turns out that evidence of accounting hanky-panky was brought to light much earlier.
The most famous case is that of the rapid fall of energy-trading company Enron from Wall Street darling to bankruptcy in 2001. The outright fraud in its accounting was well concealed. But more than a year before the company went bust, The Wall Street Journal raised concerns about the high concentration of its reported earnings in unrealized, noncash gains. Michigan State University accounting professor Tom Linsmeier opined at the time, “There could be a quality-of-earnings issue.” Later on, McCullough Research spotted a discrepancy between Enron’s reported net income minus dividends and its additions to retained earnings.
These accounting terms may sound esoteric to investors whose deepest level of financial knowledge is EBITDA. Even those who watch CNBC religiously are unlikely to hear a discussion of anything like a worrisome rise in a movie studio’s ratio of capitalized production costs to its revenue. Yet analysts who have paid attention to that sort of thing have helped investors avoid many foreseeable stock calamities over the years.
At Porter & Co. we avidly look for situations with big upside, but we take care not to overlook signs of potential downside: finding trouble in the financial statements that are visible to anyone paying close attention.
Paradigm Press top three experts – Jim Rickards, James Altucher, and Enrique Abeyta – just went live with an URGENT briefing, where they revealed the #1 idea that they’re going ALL-IN on. This single idea in the coming weeks, beginning with a new initiative from President Trump, represents a major transformation of the U.S. economy. Make sure you are caught up on everything ASAP. >> Click here for the details<<<
Editor’s Note: Keep in mind, we only accept advertising from publishers we know to offer well-researched ideas vetted by a legal team, excellent customer service, and reasonable refund policies. Paradigm Press is one such partner. We do not, however, under any circumstances make any representations about their investment ideas or strategies, nor will we warrant them as equal to our own. We do recognize that the markets are tempestuous and, at times, ideas that we may not endorse prove valuable.
3 Things To Know Before We Go…
1. Historic oil-supply shock continues. With the Strait of Hormuz still (mostly) closed for business, Middle East oil-storage facilities are reaching capacity, forcing shut-ins: production cuts from Saudi Arabia, Iraq, Kuwait, and the UAE have now reached 6.7 million barrels per day (b/d). And the total loss volumes from the Strait of Hormuz closure, at 20 million b/d, represents the largest oil-supply shock in history. And despite claims from President Donald Trump that the war is nearly over, Iranian officials responded that they “have no plans for a ceasefire.”
2. The only force outpacing the U.S. military: interest on debt. As the U.S. military devastates Iran with its massive arsenal of weapons, the only federal budget line item larger than the military’s $843 billion is interest on the overall U.S. government debt… coming in at $880 billion per year. The U.S. national debt approaches $39 trillion with an average interest rate of 3.35% – more than double 2020 rates. According to the Congressional Budget Office, net interest is now the fastest-growing category in the federal budget, projected to reach $2.1 trillion by 2036. When you’re spending money you don’t have, there’s really no limit to what you can do.
3. “Help with mortgage” Google searches hit 20-year high. Mortgage delinquency rates have surged to a staggering 11.52%, their highest since 2021. This coincides with a housing market where homeowners are unwilling to trade low, pandemic-era rates for today’s 6% average. For many, the American dream is stuck in a search bar, as rising costs of living outpace paychecks.
Chart Of The Day… Insider High Conviction At Amrize (AMRZ)
CEO Jan Jenisch of building-solutions leader Amrize (AMRZ) – whose shares have increased 13% since our December Complete Investor recommendation – purchased $3.5 million in shares on March 6… adding to the $99 million in direct purchases he’s already made.
Mailbag
“Iran – The Problem Will Only Get Worse”
David L. writes:
The problem will only get worse. I am not certain Porter is correct in the latter part of his analysis concerning Muslims and our sketchy history in terms of converting them to democracy and Christianity. I believe the majority of Iranians are Persians, and if anything, follow Zoroastrianism. Most of the Persians want nothing to do with these autocratic Muslim fanatics who rule their country. Their only problem is that, unlike in the U.S., where every citizen has a gun and can at least start a revolutionary movement, they do not have such a path to resistance. So while most of them would welcome regime change, they do not have the wherewithal to achieve it.
Porter Comment: Appreciate your note, but you’re absolutely wrong about the population. It’s 100% a Muslim nation.
“Thank You For Your Journal Articles”
Robert H. writes:
I am in awe that in this age where eight billionaires own and control all the print media, the broadcast news, and even the social media, that you are able to expose the inconvenient truths of the world as it is, not as our government leadership wishes it to be. In the February 27 Journal “Beware the True Believers,” you show the reader that the government has met the enemy and he is their constituency. If you can’t control your protesting-for-regime-change public with 40 million troops, you keep a few, or 77,000, nuclear-tipped bombs on hand to keep them in line. Yesterday’s article, “The Worst Is Yet To Come” – where you attempt to show the deaf, dumb, and blind American public that the U.S. can’t give a country, whose inhabitants have centuries-old entrenched beliefs, a Coke, a Big Mac, and a Walmart on every corner and expect them to abandon the beliefs that they have held dear for centuries. How it ends reminds me of the old Arabic joke:
Two Muslim friends meet and Abdul tells Ismael: “Remember that infidel that insulted my family 20 years ago? I killed him today.” To which Ismael replies, “What was your hurry?”
Thank you for attempting to educate your readership, and keep shining the light of truth through your Daily Journal: not only in how to make money from those who will not see, but also to show your reader the world as it truly is, not how their country’s propagandic press wishes them to believe.
“Your Comments On The Gulf War”
Ed A. writes:
Hi Porter,
Your observations and comments are all valid, but perhaps myopic. This war is definitely one of choice and opportunity. Iran was arguably at a relative weak point as far as their ability to resist a degradation of their ability to wage war. The question is not whether their threat was imminent. The question is: was the conflict inevitable? If inevitable, then the war should commence at the opportunity of greatest potential success, defined as the most to gain for the least cost. Waiting until Iran had more firepower, including Chinese hypersonic cruise missiles, which recent reports were that they had contracted to buy, in addition to nuclear weapons, only raises the potential cost of the inevitable conflict to unacceptable levels.
The mullahs and Islamic Revolutionary Guard have made it clear that they have been at war against the U.S. for the last 47 years. We are the Great Satan, to be destroyed along with Israel. The fact that we don’t believe this about ourselves means nothing to the religious fanatics ruling Iran. The American public and elected leaders have been playing the ostrich about Iran’s intentions for most of my lifetime. I am no fan of Mr. Trump. And I doubt he’ll have the patience to succeed with what he has started. But wiser men than him could make this a strategic victory.
Here is what I would do:The U.S. needs to take advantage of the hatred and fear of the predominantly Sunni Gulf Arab States toward Iran. We must be their allies and protectors in their conflict with Iran. The Gulf States should pay for this protection.We, with our Gulf allies, should take the southeast corner of Iran to permanently open the Strait of Hormuz, allowing commercial traffic that is amenable to U.S. strategic objectives. No dark fleet oil from Iran to China. Government of the conquered space would be the responsibility of a coalition of the Gulf allies. Military matters directed by the USA.The U.S. should resist every temptation to conquer the rest of Iran by land invasion. Only the southeast corner. Let the Iranians come to us and have a “no go” zone in front of us that will be suicidal to cross.Embargo Iranian exports/imports and wait for the resultant stress to degrade the mullahs / Islamic Guard to the point that the balance of the population will be willing to overthrow them.
Porter Comment: My comments are myopic?
Interesting.
There are 500 million (!) legally owned firearms in the United States. There is zero probability that any nation on Earth could possibly invade our country and conquer us. Zero. Military doctrine says even trying it would require 50 million or more ground troops and that’s more troops than exist in every army (including ours) in the world.
There is no war against us. Forty-seven years ago, we started a war against them – for absolutely no reason.
If we had any sense at all, we’d sell arms to both sides – the Israelis and the Iranians. We’d keep them fighting each other for decades and make trillions in profit.
They have been fighting each other for almost 2,000 years.
They aren’t going to stop.
And it’s not our problem.
– Porter
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