NFP: +130K vs 55K expected
Unemployment: 4.3%
Sounds bullish… but growth stocks disagreed.
Stronger labor = Fed delays cuts
Delayed cuts = pressure on high-valuation tech
That’s why:
• Energy led
• Gold broke higher
• Staples outperformed
• Growth got sold
The index may look “fine” — but underneath, capital is rotating aggressively.
Free content shows you what happened.
Paid membership shows you:
• Where money is flowing next
• What levels matter
• How to position before the crowd reacts
If you want structure instead of reaction, step into the room where execution gets mapped daily.